Creating Financial Breathing Space

You may be asking yourself, what on earth, & why am I posting am I doing posting a picture of a pair of Oakley wraparound sunglasses, along with a caffeine hit? Maybe I was just trying to grab your attention!

Actually, it's because about 10 minutes ago I had just had that celebration feeling of finding something, insignificant to anyone else, that I thought I’d lost forever!

I've been looking for these for over a year, and I stumbled on them, purely by chance, whilst looking for something else

So, what's the link between this and Universal Life Insurance?

Imagine that sunken feeling having lost a partner, a loved one, a Director – someone, without whom life is going to become very difficult, both emotionally and financially.

Then, that discovery that in fact they had established a whole of life insurance plan, allowing them to prepare for the future, for those they leave behind. A sensible and selfless act, that could have easily been bypassed.

Giving clients Financial Breathing Space, Peace of Mind, Time to Grieve & Time to get back on track is absolutely essential, how ever you look at it.

Universal Life Insurance should be considered as:

A utility

A moral obligation

An essential purchase

One that can be cherished, because it does so much, when a client is alive, and after they have passed.

This isn’t just an investment or protection scheme, it’s a multifunctional solution providing a combination of both whole of life protection alongside an investment component that tracks the upside of an index (such as the S&P 500) but protecting from the downside, during bearish times, in a very straightforward, yet clever way.

I love having discussions with our Business Partners all over the world, helping them and supporting them so that they can do the same for their high net worth individual clients & business owners alike. Having the backing of an incredible Continental International Group Partner Support Team means this can be done in a systematic, structured and professional format.

#peaceofmind

#universallifeinsurance