INFOclip: Exploring Capital Alternatives

Throughout your client’s lifetime, they may set many goals for themselves and their family. But what would happen if your client encountered an unexpected life event or financial emergency that could prevent them from achieving their goals?

A premature death could eliminate the income your client’s family needs to put towards their savings goals. An accident or unexpected illness could significantly reduce their income or dramatically increase their expenses. In either of these events, how could your client access capital in order to ensure their family’s financial goals can still be achieved?

Watch this video, part of our INFOclip series, to find out what strategies your client and their family can implement during or before a financial emergency.

And for similar articles about income replacement strategies, be sure to share the CI and DI: Enhancing Your Client’s Benefit Package article and our Strengthening Your Client’s Safety Net with Critical Illness Insurance tool.

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INFOclip: Exploring Capital Alternatives