Talk About Market Volatility With Clients
Life Insurance could provide that supplemental income.
Market volatility is worrisome for all clients but can be especially so for those on the cusp of or currently in retirement. During those times, clients could benefit from having an alternate source of money to draw from allowing other retirement assets time to recover. Talk about how cash value life insurance can help protect loved ones and be a source of supplemental income.¹
¹ Outstanding loans and withdrawals will reduce policy cash values and the death benefit and may have tax consequences.
