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34th Annual Attorney Trust Officer Liaison Conference

34th Annual Attorney Trust Officer Liaison Conference

There’s an asset on clients’ balance sheets with costs that vary by as much as 80%, but most don’t even know what they’re being charged. With all the focus on costs nowadays, ask clients and prospects if they know what they’re being charged INSIDE their life insurance.  If their policies have cash value, then the cost is NOT the premium. Shine a bright light on what they’re being charged.  Use industry benchmarks to measure if/when they are being over-charged.  And when a client or prospect is being over-charged, show them how you can bring them cost savings that they can use to …

  • reduce or eliminate premiums,
  • add performance guarantees,
  • reduce the risk of a “premium call”,
  • extend the duration of coverage on polices that otherwise expire at age 100 or sooner,
  • increase death benefits, or
  • use to pay for additional planning. 

Get your Complementary Veralytic Report on a policy of your choosing to show clients what they’re being charged INSIDE their life insurance. 

Complementary Veralytic Report

For a complementary Veralytic report on a policy of your choosing, simply e-mail an illustration of hypothetical policy values including the detailed policy accounting pages with the Veralytic Report Request  to reports@veralytic.com or fax it to our toll-free, confidential fax server at 800-409-3222.  If you don't have detailed policy accounting pages, you can use the sample Request for Illustration to obtain the data needed by Veralytic directly from the appropriate insurer.  

Either way, include #ATO2018 in your e-mail or fax submission.  You'll receive your complementary Veralytic report within 2 business days (usually less) and Barry D. Flagg, Founder and Inventor of the Veralytic Research Platform, will gladly review the report with you and discuss how Veralytic can help you better advise your clients and grow your business.