Relieve your Clients’ Policy Loan Burden

Stop me if you’ve heard this one before…

During a client review you discover that your client has a life insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. Because the policy may not be performing as expected, the interest rate on the loan is a bit high and mortality costs have decreased…the policy is in danger of lapsing.

What do you do next?

Check out this quick video to learn more about the options available.

AssetShield 5 | 7 | 10

Hear about American Equity’s new accumulation product called the AssetShield and how it can help your client achieve their financial goals. Also, hear about the LIBR increase on the IncomeShield, that also just rolled out.

Why Permanent Life Insurance?

With one policy you cover part of your client’s pre-retirement death benefit need; you protect against their health care expense need throughout retirement, and they also accumulate cash value in reserve to hedge against other unexpected financial risks in retirement.