Presenting PAR as an Asset Class to clients for Financial Literacy Month
Submitted by Krishan on November 17, 2023 - 1:47pm
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| | Insurance & Investments
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| Presenting life insurance as an asset class
Financial Literacy Month is coming to a close, and we hope you have taken the time to build connections with your clients.
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Do you have risk-averse clients who rely on non-registered, fixed-income investments and are looking to transfer wealth to the next generation? |
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Why consider Empire Life PAR? |
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We have developed two in-depth case studies to illustrate how the death benefit of our Optimax Wealth 8-Pay and 10-Pay participating whole life plans may outperform a non-registered fixed-income asset, potentially enhancing your client's legacies. |
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Case 1: 8% pre-tax return example |
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| Case 2: 15% pre-tax return example |
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Start the conversation with your clients by sharing a client brochure today. |
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We know you're busy, and we want to help. Throughout November, we shared financial health strategies that address those frequently asked questions of your clients. Follow our social media channels so you can also share posts on #FLM2023 |
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FOR ADVISOR USE ONLY. Not for distribution to the public. The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company. |
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