Questions? Please contact your OCI Financial Solutions team at 402.330.8700 • firstname.lastname@example.org
Conversations with your clients is as easy as asking these questions:
Do you have CD money? Are you content with the rate of return you are getting on that CD?
Do you have cash or liquid assets you are planning to transfer somewhere at death?
1 of 3 things will happen using this concept:
Client dies: Increased tax-free benefit
Client lives too long: Increased “pool” of money client can access for LTC expenses
Client quits: 100% return of premium from day 1
Ideas for using Single Pay Life.
How you can meet multiple client needs with wealth transfer.
A Wealthcare example for a client aged 71.
Verify the proposed insured is eligible for accelewriting by asking them these questions.