Equimax participating whole life insurance for a child’s financial future
With the new school year approaching, this is a great time of year to start meaningful conversations with clients that can help them plan for their children’s future financial security.
4 ways to position participating whole life insurance for children:
1. It can help protect a child’s insurability. Buying permanent insurance while a child is young and healthy can make coverage more affordable and increase the likelihood they’ll be approved for insurance, while giving the policy more time to build value for the future.
2. It can provide access to cash value. It’s a versatile asset that can support multiple stages of a child’s lifetime financial journey.
3. It’s a stable investment option with tax-advantaged growth. It can be used for long-term wealth accumulation and legacy planning.
4. It provides a lasting financial gift. It can be used to benefit a child throughout their lifetime. It can also be used to help families transfer wealth to future generations.
Learn more about Equimax® participating whole life insurance:
• Forward thinking with Equimax whole life insurance for children
• A head start for tomorrow
• Case study: using a term certain annuity to prearrange the funding for a child’s Equimax 20 pay
4 ways to position participating whole life insurance for children:
1. It can help protect a child’s insurability. Buying permanent insurance while a child is young and healthy can make coverage more affordable and increase the likelihood they’ll be approved for insurance, while giving the policy more time to build value for the future.
2. It can provide access to cash value. It’s a versatile asset that can support multiple stages of a child’s lifetime financial journey.
3. It’s a stable investment option with tax-advantaged growth. It can be used for long-term wealth accumulation and legacy planning.
4. It provides a lasting financial gift. It can be used to benefit a child throughout their lifetime. It can also be used to help families transfer wealth to future generations.
Learn more about Equimax® participating whole life insurance:
• Forward thinking with Equimax whole life insurance for children
• A head start for tomorrow
• Case study: using a term certain annuity to prearrange the funding for a child’s Equimax 20 pay