Our lives are arguably the most valuable “possessions” we own, and because we are quick to insure our cars and our homes, insuring our lives should be a no-brainer! This being said, instances arise in which your client’s current life insurance policy may no longer be required.

Continue reading “Donate, Don’t Surrender: When a client no longer wants their life insurance policy” →

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Donate, Don’t Surrender: What to do when you no longer need your current life insurance policy

Applets are used by Advisors in PPI Toolkit Direct to create professional, straightforward presentations for clients.

Is your client considering critical illness insurance but is not completely convinced that it is necessary? The Bridging Risk applet (Advisor login required) showcases the need for critical illness insurance by presenting five risks and the likelihood that each will occur in your client’s lifetime. As each risk is mentioned, its likelihood increases until you and your client are left with “Critical Illness: a one in three chance.” It makes sense to cover the greatest risk to both income and lifestyle, so if your client is insuring their care and their home, they still have the greatest risk exposed.

Continue reading “Applet ABCs: Bridging Risk with Critical Illness Insurance” →

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A critical step towards fighting critical illness