Do you have clients who want:
To secure a portion of their assets from market volatility?
Guaranteed cash value growth for a portion of their assets?1
Benefits that protect their family not only upon death, but while living too?2
With TotalSecure whole life insurance, you can provide your clients with guaranteed cash value growth on a portion of their assets, along with the living and death benefits other asset classes don’t offer. And by securing a portion their portfolio, they might have more freedom to take more risk on other assets in the portfolio earmarked for retirement.
Learn more about using whole life insurance to diversify a client’s portfolio in this client-approved piece.