Target Market: Individuals and couples age 50+ with a fundamental need and purpose to make a positive impact on future generations or their favorite causes.
The prospects you will be looking for that are within the target market would have savings or investments that they will not need for current retirement lifestyle. They could also be clients looking for capital preservation using conservative styles of investments with the estate as the beneficiary.
I recently discovered that Empire life now offers an 8 pay estate protection plan that is participating. For retiree’s, this is a great way to shorten their deposit timeline with a quick paid up plan using the savings they will not be needing for retirement income. The enhancement to the value received by the beneficiaries or charities from this is significant.
Please reach out to me or your local business development specialist for more information.
Business Development Specialist
Qualified Financial Services