We are reflecting on the sage words of former president JFK in honor of President’s Day: I can think of no more effective agent in advancing our freedom to live as we choose than the insurance salesman…for he walks all streets of American life, and he helps them to help themselves in times of need…he helps others to build…He insures the future. He is respected. And he is a friend.
How do we strive to foster this trusted relationship with our clients? We ask important questions like these to create a tailored approach to meet your needs:
- Are major life goals like college or first or second homes on the horizon for you? Did you know you can withdraw a percentage of the cash value in a Whole Life policy without penalties for tuition or even investment properties.
- Are you concerned about how to hedge against inflation? Have you ever evaluated investing into a whole life policy as an asset to hedge against inflation without the market volatility?
- Are you interested in understanding how term or convertible term insurance can address providing for your dependents or even a cause?
- Are cash savings a priority for you? Did you know bundling either a term or whole life policy with existing home or auto policy can afford you additional savings? Plus, *ErieXpress Life, requires no medical exam.
Please schedule a call with Kelly Hoffman, Life Insurance Department Head, to discuss further by using this link: https://calendly.com/kelly-fig1/experiment1et?month=2023-01
*For applicants ages 18-55 with policy face amounts up to $500,000