Are you working with wealthy clients that are at or near retirement age? If so, some of these clients may be collecting Social Security income benefits that they don’t need.
Life Insurance can be used as a powerful tool to leverage Social Security payments for future generations.
For this couple the decision was rather simple. Do nothing with the unneeded Social Security income or leverage that benefit to fund a legacy trust for the benefit of their heirs for years to come.
For more information about how your clients can use Life Insurance to maximize unneeded Social Security benefits call your Life Sales & Marketing Associate.
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