I’ll let you in on a secret…
Let’s just keep this information between us, ok? Insurance companies have goals that are measured on a calendar year basis. Just like many other types of companies, their success is measured from January 1 through December 31st . Because insurance companies seek constant improvement and continuous growth, sometimes, their goals result in “stretch” objectives in the fourth quarter.
And here’s the secret: Sometimes, in the fourth quarter, insurance companies are willing to do things that they wouldn’t normally do to achieve their sales objective.
Which brings me to today.
Eligible Nationwide Insurance clients between now and the end of the year will receive a special upgrade offer on qualified life insurance policies. For example, an eligible client who qualifies for a “preferred” life insurance rate will receive the “preferred plus” rate. An eligible client who qualifies for the “standard” life insurance rate will receive the “preferred” rate. There are some qualifications, but here’s the bottom line:
You may save money if you take action now. The rate that you receive remains with you, literally, for life. (or in the case of a term policy, for the life of the term.) Of course, none of us are getting younger and we are most likely the healthiest we will be for the rest of our life. All of this means one thing: There will never be a better time to consult with The Braun Agency regarding your life insurance needs. If you know you need to update your coverage and ensure the financial success for your family, or if you’re just not sure where you stand, talk to us right away.
We will start the process with a first appointment to learn about you, your family and your needs. Your financial advisor will ask you a handful of questions… but you will not be able to make a purchase during your initial meeting (so relax).
Timing is everything. There will never be a better time to review your life insurance needs than right now.
Wishing you much financial success,
Richard Braun, CFP
The Braun Agency’s mission is to get you from where you are to where you want to be, by helping you build your plan, achieve your plan, and protect your plan from uncontrollable events. In the process, we are committed to delivering to you the best financial products and services in the industry in a manner that exceeds your expectations. The Braun Agency serves thousands of households and small businesses in Virginia Beach, Norfolk, Chesapeake, Hampton, Newport News, Portsmouth, Suffolk and surrounding areas. To see what we can do for you, contact us.
The Braun Agency’s mission is to help you get from where you are to where you want to be financially by planning, achieving your plan and protecting your plan from unexpected events. In the process, our goal is to deliver insurance services in a manner that exceeds your expectations. See what The Braun Agency can do for you today. Give us a call at 757-452-4563 to speak with one of the licensed, professional members of our team or request a contact here. The Braun Agency. We’re on YOUR side. 757-INSURANCE.
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