SRSSI. This is No Dress Rehearsal... This is Your Life!
5 Reasons NFP Core Carriers NFP/SRSSI Advantage Comprehensive Policy Audit


Competitive Policy Bidding (CPB)

Rule #1: All carriers do not price the same!

Male, age 50, preferred non-smoker

$5,000,000 of Universal Life requested to fund Business Continuity Agreement

20 annual premiums

Projected to last to age 100+ at current rates

A+ A.M. Best rated company or better

Co. “A”

Co. “B”

Co. “C”

Co. “D”

$61,445

$74,936

$80,949

$81,075

Difference from Cos. "A" - "D" is $19,630 or a 32% savings in just year one alone!

 

Rule #2: All carriers do not underwrite the same!

Male, age 52, Ulcerative Colitis    Female, age 50, Type II Diabetes

$5,000,000 of Second-to-die coverage requested for Estate Liquidity

A+ A.M. Best rated company or better

Co. “A”

Co. “B”

Co. “C”

Co. “D”

Co. “E”

Standard

Standard

Table 2

Table 4

Table 6



Placing Your client with the right carrier will save Your client hundreds of thousands of dollars over their lifetime!

 

We submit EVERY CASE to AT LEAST 3 TOP CARRIERS to get your client the right premium at the best insurability rating



Contact Us
to explore your potential Life Insurance inefficiencies TODAY.

SRSSI. Client Centered. Process Driven.

Provided By:  Mark Kandarian

Succession-Retirement Strategies & Solutions, Inc.
(866) 99-SRSSI
www.Succession-Retirement.com Info@SRSSI.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.  Succession-Retirement Strategies & Solutions, Inc. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.  This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000


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