How Single Premium Whole Life can Help Immediately Increase the gift to loved ones?

Here’s an example:

Mary, age 64, Non-tobacco user puts $10,000 into our Single Premium Whole Life plan that will allow her to provide a $20,325 tax-free gift to her grandchild.

Highlights:

• Issued Age 50-85

• Plan Availability $5,000 – $100,000

• Guaranteed and Competitive Single Premium

• Living Benefit Rider

• Simplified Two Tier Underwriting Classes

GENERATION LEGACY

    Turn taxable money into tax-free money!

Here’s an example:

Linda, age 65, Non-tobacco user transfers $50,000 from her retirement plan to the Generation Legacy plan which now allows her to leave a tax-free gift of $98,808 to her family.

Highlights:

• Issued Age 60-80

• Plan Availability $5,000 – $100,000

• Living Benefit Rider
• Simplified Two Tier Underwriting Classes

Many times as a broker we go into the house blind folded when it comes to our client’s financial standings. We don’t know if he/she has 5 million or 5 thousand in assets to protect. This is why it is a great idea to offer a “free beneficiary review” to your clients to review old IRAs, 401ks, savings accounts, and old life insurance policies. For them, it insures some green horn agent didn’t write in the estate for the beneficiary, the beneficiary hasn’t passed away, or the beneficiary isn’t an ex-loved one. At the same time this is putting everything out in front of you. No more poking around in the dark, or talking about 5 thousand when you could be talking about 5 million. If you combine this technique with a Single Premium Whole Life from Baltimore Life you just raked in an easy commission ranging anywhere from $700 – $14,000. For more information on this product “click” on the Contact Tab and fill out the Information Request.