SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam.
We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost. In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.
A Stay Bonus is a unique twist on Key Person Life Insurance that can make it worthwhile for select employees to continue to work for a small business when it's time for the next generation to take over.
Leveraging permanent life in retirement and protection planning
Why two plans may be better than one
As a financial professional, you're likely well aware of the role and value proposition of permanent life insurance.
Yet, the most recent LIMRA Ownership Study report, published earlier this year, shared that 2016 marked the first study period when owners of individual life insurance policies were more likely to have term life products than permanent life products. Perhaps consumers simply don't know how permanent life insurance, and universal life products in particular, can support their retirement planning and protection goals.
The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of Apple, Android, and Kindle.