UHC Individual & Family Plans

Survivorship (Second-to-Die) policies are a hidden market that many brokers overlook. These policies usually generate much larger premiums than traditional individual policies.  

Join Resource Brokerage for a CE webinar (1hr - Illinois only) where we will be sharing life sales ideas on how to identify and tap into this lucrative market!  

Topics:

  • Why Survivorship policies should be an integral part of a client’s legacy planning
  • Estate equalization for family owned businesses with multiple heirs
  • Special needs trust funding once both parents have passed
  • How these policies can be used to insure people with very serious health impairments and drastically reduce premiums

Tuesday, January 31, 2023     10:00am to 11:00am

RSVP

 

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Meet The Presenter

Tom Merrion has 15+ years of Life insurance experience that have focused on case design, sales ideas, impaired risk health cases and complex financial underwriting. Tom works with a team of experts that will work tirelessly on your needs and provide the prompt attention your business deserves.

Contact Tom