If you are a financial services professional, you know that there are sophisticated insurance products to serve almost any financial need. But if you don’t run into the situations frequently, knowing exactly how and when to use these products can be complicated. It’s not uncommon for independent agents and registered representatives to wish for an experienced professional resource that they could call to consult on the tough cases.
You may have found yourself in just that position if you’ve ever had to deal with any of these situations:
- Two partners in a business want to protect themselves in the case of a death-related buy-out situation
- A corporate client is looking for a way to increase the tax-deferred portion of her compensation
- Parents of a special-needs child are searching for viable ways to protect the child after their death
- A retired client will never be able to spend all the money in his IRA and wants to find a way to reduce the estate taxes his family will have to pay
Wish you had an “ask-the-professional” option?
Now you do! Rick Kagawa, CFP®, CLU®, ChFC®, LUTCF
In the business for over 20 years, Rick specializes in helping agents and reps just like you find right-fit solutions for even their toughest cases. Call (800) 281-4442 or email to find out how we can help you.