Accountants and Financial Advisors
Find Hidden Cash In Your Clients’ Life Insurance Policies
If you are in the wealth management industry and not advising on your clients’ existing life insurance policies, you are missing out on what your clients want…integrated financial services. Over 90% of polices do not last to maturity and a big reason for that is the tremendous lack of ongoing service of polices. Of the polices in existence today, the agents who sold approximately 70% of those policies are not even in the business anymore. By reviewing your clients’ policies annually and adjusting accordingly, you can provide tangible benefits and save your clients money.
Start generating additional revenue, clients, and client satisfaction.
By performing bi-annual reviews and analysis, The Life insurance Doctor produces game changing results by providing cash, cash savings, and tax savings so your clients can get the most out of their policy and find more money to fund their retirement, go on vacation, care for a loved one, and more! Watch the video below to learn more.
Why Should You Partner With The Life Insurance Doctor?
- You’d like to offer other integrated financial services
- You’d like to save more money for clients while earning more for your firm
- You’re experiencing shrinking margins
- Other businesses are encroaching on your services
- Fewer people are using CPA firms
- Clients have insurance policies but insurance is not your specialty
Don’t take our word for it
What our clients have to say
Potential value of term policies
One of the attractive features to most term polices is that they give the insured the option to convert the policy to a permanent policy up to a certain age, usually 70 or 75 years.
Reviewing outdated non-performing policies
Larry is a gentleman I met through a relationship at a CPA firm. He had purchased four policies for his wife and children totaling $4 million of death benefit. Two of these policies had been purchased over 25 years ago…
Financed Life rescue case
An attorney recently contacted me on behalf of some clients of his that were having a performance problem with some life insurance contracts they purchased with money borrowed from a third party bank.
Not paying premiums as suggested
Sometimes one of the most pleasant surprises is when we find an unexpected benefit in something we thought was a problem. We have delighted many clients by helping them find value in their life insurance policies which they thought they ….
Finding Hidden Treasure
John owned approximately $25 million worth of life insurance consisting of seven or eight different policies. By doing a simple spreadsheet and analysis of the performance of each of these policies we found…