Product Intelligence

As a financial security professional, your clients look to you to be the expert. Use Finseca Product Intelligence reports during conversations with your clients to help educate them on the products you recommend to help them meet their financial security goals.

NEW:
What are the retirement uses of life insurance?

Retirement planning is the art of structuring your current and anticipated assets in such a way that they will provide for the life you want to lead in retirement, and eventually the legacy you want to leave behind.

Get the background you need to know about life insurance and retirement planning here, and then download the client facing piece below.

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NEW:
What is Variable UL?

One of permanent life insurance’s most attractive features is the ability to grow cash value inside the policy, but most permanent insurance policies require your cash value grow within accounts controlled by the insurance company. What if you want more control?

Get the background you need to know about variable UL here, and then download the client facing piece below.

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What is Whole Life Insurance and How Can You Utilize its Flexibility?

When buying for the long term, people prefer to own rather than rent. And with ownership comes benefits. With a house that you own, you can make improvements, borrow against the equity you’ve built up, and you have flexibility with how you use the property. So too with whole life insurance. This form of permanent insurance allows you to maximize the use of your policy’s death benefit, cash value, and dividends in a way that adds flexibility.

Get the background you need to know about whole life insurance here, and then download the client facing piece below.

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What is Cash Value and How Does It Relate to Whole Life Insurance?

The ability to generate and maintain equity – or cash value – within a life insurance policy is one of the most compelling features of permanent life insurance products, such as whole life insurance. But what is cash value, where does it come from, how does it work and, most importantly, how can it help you meet your goals for financial security?

Get the background you need to know about cash value here, and then download the client facing piece below.

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Additional Topics Released 4th Monday of Each Month

  • What is the Difference Between Permanent and Term Life Insurance?
  • What is the Tax Treatment of Life Insurance and What Does It Mean for Me?

Check back for additional information and resources!