Sales Tips

Think Creatively About Life Insurance

10/1/2024

Catholic Financial Life offers a 20-pay whole life policy combined with a 20-year term rider to create a transition life solution, addressing income replacement and legacy planning.

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Instant Decision Term Saves You Time

9/1/2024

Instant decision term life insurance offers quick approval, no medical exams, and attracts clients seeking fast coverage, providing a competitive edge and building trust with clients.

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The Role of Life Insurance in Retirement Planning

8/1/2024

Consider using permanent life insurance as a supplemental retirement planning tool due to its conservative asset class, tax-deferred growth, tax-free death benefit, and premium flexibility.

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The Importance of Future Insurability

7/1/2024

To safeguard your clients' long-term interests, it's crucial to consider conversion features and living benefits.

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Legacy Planning

6/6/2024

Legacy planning involves understanding client objectives, educating about insurance options, and regularly reviewing to ensure alignment with evolving needs.

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Start Them Young

5/1/2024

Start the life insurance conversation with young people now so they can leverage the benefits of life insurance later.

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