Calculate Your Life Insurance Needs (Life Happens) When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
Fall is right around the corner...get a pumpkin spice latte or pay for life insurance instead?
____________________ Materials
available on the Life Happens website and within the Life Insurance
Awareness Month campaign may not be compliance-approved. AAAE & Life
Happens are not affiliated.
____________________ Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
____________________ Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
___________________ Please discuss how life insurance and annuities work with your clients, including fees, expenses and conditions. Note, in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
____________________ Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.