A collection of insightful and informative articles from Myerson Wealth's “Recipes for Success” newsletter
Over the last few months, we have been asked by several advisors to assist with a review of their clients’ life insurance portfolios. Some of these requests were prompted by changes in client circumstance, others by adjusted client expectations due to changes in policy crediting rates, while others because of absentee agents. In all cases but one, we were able to significantly benefit the policyholder and, therefore, the advisor who asked us to perform the review, as well.
Hence, we recognized the much broader need to provide this service. Consequently, Myerson Wealth makes the following offer: to provide your clients, through you, a free life insurance “tune-up.” We will deliver a non-biased, comprehensive analysis of your clients’ existing life insurance portfolio to make sure it does the following:
There will be no charge to you or your client for this service. We can even do this behind the scenes and have the recommendations come directly from you. Our goal is simply to demonstrate how we can benefit you and your clients moving forward.