May 25, 2023
Life Insurance Backup Plan
A solution for Uninsurable Customers.
When customers wish to pass money on to the next generation but are not insurable, the FIT Focus Growth or the FIT Horizon Growth with Legacy Death Benefit may be of interest. Regardless of interest crediting, this rider provides a death benefit with guaranteed annual growth for up to 20 years.
Beneficiaries have two choices.
- Receive 100% of the death benefit base paid over 5 years (helps mitigate taxation too), or
- Receive 80% of the death benefit base as a single payment
The Legacy Death Benefit is fully illustratable in the same illustration tool used for life insurance!
Find a consumer-facing email and social media posts featuring the Legacy Death Benefit here:
Did you know?
We have a Q2 Life Insurance Campaign! Connect, engage, and sell with our Life Insurance Q2 Campaign:
Life Insurance with Living Benefits Campaign.
As a result of National Life’s quarterly campaigns, you can better market yourself, your business, and the services you provide. Our step-by-step process and materials will guide you through the process.
Keep checking back as our campaign catalog continues to expand!
The Legacy Death Benefit rider incurs an annual charge.
