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What’s New |
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Protective Life Introduces ExtendCare One of our major focuses is Life and Annuity based alternatives to Traditional Long Term Care Insurance. ExtendCare is an Accelerated Death Benefit Rider that can be added to their Centennial G II Guaranteed Universal Life contract. Check out the ExtendCare microsite, then give us a call to get started. Availability varies by state.
For additional information about Protective Life and ExtendCare click the image below
Contact information: Jim Ashley at |
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Website design by VA Designs—a Harbor Financial Partner. Last updated Nov 2011. |
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Harbor Insurance Marketing, Inc.
James E. Ashley- President
P.O. Box 430 Clayton, IN 46118
Toll Free (866) 424-2167 Fax (866) 853-1086 CA License # 0C92568 |
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Harbor Insurance Marketing, Inc. An Independent Marketing Company Serving Life and Health Insurance Agents Nationwide A Harbor Financial Partner Integrity—Independence—Innovation
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Harbor now markets Single Premium Whole Life for Wealth Transfer.
Do you have clients who have money in CD’s or Annuities that they are planning to pass on to their kids or grandkids? If so, you should be talking to them about the Legacy Estate Maximizer Single Premium Whole Life – Endowing at age 121
The "Legacy Estate Maximizer" makes a lot of sense to senior investors looking to maximize wealth transfer and minimize taxes.
No other investment offers the tax efficiencies, to transfer wealth generationally, better than a single premium whole life insurance policy.
Assurity Life's Legacy Estate Maximizer offers your client the advantages of an annuity, plus additional advantages an annuity doesn't offer. It can be linked to accelerated death benefits incorporated with long term care provisions.
Compared to money sitting in CD's or annuities, single premium life insurance will eliminate tax problems and will allow your client liquidity, far out weighing other tax favorable options.
By reallocating a portion of funds from a taxable or tax deferred account to a single premium whole life policy, they are guaranteed yield, safety and liquidity. Click Here to view a brainshark Features
•Ages 0 - 85 •One premium guarantees lifetime benefits •Guarantee immediate increase in your client's estate! •Offset nursing home and home health care costs * •Accelerated death benefit * •Provide federal income tax free death benefits to your clients' beneficiary •Access to funds (cash value via loan) •Standard and substandard issue •Tobacco and non-tobacco rates •Simplified underwriting •Personal history interview (PHI) completed at the time of sale
*not available in all states |