
Single Pay Life – Idle Money – Wealth Transfer
Many different names, same concept
Questions? Please contact your OCI Financial Solutions team at 402.330.8700 • lifesales@ociservices.com
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 money ear marked for kids, grandkids, church, LTC expenses, etc?
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
Single Pay Life Resources
Get a SPL Quote
Single Pay Life Example
Ideas for using Single Pay Life.
Sagicor Wealth Care
How you can meet multiple client needs with wealth transfer.
Wealthcare Example
A Wealthcare example for a client aged 71.
Wealthcare Knockout Questions
Verify the proposed insured is eligible for accelewriting by asking them these questions.