Life Products and Program Support
life products to help clients PLAN the life they want
We want you to be able to offer a menu of life insurance options that meet the needs of your financial institution and its customers. As your wholesaler, we vet carriers and products, helping you select the appropriate mix for your market demographics. To support your life sales, Clarke offers on site product training, and, home office appointment and contracting support. We also train your producers on the use of AssureXpressTM, our automated application tool. It streamlines paperwork and approvals for connected advisors, freeing their time for more business.
|Term Life||Index Universal Life|
|Whole Life||Variable Universal Life|
|Universal Life||Asset-Based Long-Term Care|
Did you know?
- the bank channel has increasingly been integrating wealth management products with single premium products?
- cliengx can control assets from the grave with predetermined beneficiary options — helping their survivors to use funds wisely?
- less than 10% of people have a long-term care plan, only 8% have long-term care insurance, and 70% will need three to five years of long-term care at some point in their lives?
- that life policies offer tax qualified long-term care riders and can fund long-term care costs via withdrawals, life settlement, or viatical settlement?
If not, let us tell you more…
We are ready to make your search for the best products and carriers much easier? You’re the decision maker. Plan to live… the life you want by working with us. Contact us today at 844.CFG.PLAN (234.7526) or email our leaders.