transfer - Financial Brokerage Inc.

Loans Too Heavy?

Presented by Gary Peterson As agents, you likely have clients that have used various living benefits of their life insurance over the years. Some have amassed loans that may be too heavy to repay and have high interest rates. Financial Brokerage works with a carrier that will examine the policy, and if it qualifies, they will allow a transfer to their policy, including any existing loans. Give us a call at 800-397-9999 and let’s discuss the best way to help your clients in these situations.

Annuities

My Money Is Going Where?

Presented by Gary Peterson Do your clients have a plan for their IRA when they pass away? Do they know the government will be a beneficiary? Exactly how much money will pass to loved ones? What if they could: – Keep their IRA in their care, custody and control; – Potentially double or triple the value of their legacy; – Take no additional investment risk? Learn more about IRA transfer pitfalls in this introduction from one of our leading life insurance carriers and two solutions you can use to help.