April is designated as National Financial Literacy Month. Veralytic has been asked to join the awareness campaign to promote awareness of financial education. Life insurance is an integral component of the business continuation and estate plans of your clients, yet it is often the last, largest and most-neglected asset on their balance sheets and in their estates where few clients know what they are actually being charged. Costs inside their life insurance policies vary by as much as 80% and if you don’t know what is being charged, then your good planning can be at the mercy of a bad product.
The NAEPC Education Foundation and the National Association of Estate Planners & Councils have teamed up with the American Institute of Certified Public Accountants, the American Association of Attorney-Certified Public Accountants, the American Bar Association Section of Real Property, Trust and Estate Law, the Society of Financial Service Professionals, the National Academy of Elder Law Attorneys, the Partnership for Philanthropic Planning (all members of the Synergy Summit, a unified think tank and voice of leadership for leading financial service organizations), and the Financial Planning Association®. Together these organizations represent over 800,000 professionals and the accountants, attorneys, financial planners and advisors, insurance agents and brokers, and trust officers that are members of these professional associations will mobilize the entire financial and estate planning community by providing support, tools, and education for professionals and the public they serve.
Veralytic is offering special pricing on Veralytic Reports for a limited time. While others might offer “free” policy reviews always remember to ask these 3 questions.
Veralytic is simply the fastest, easiest, and most comprehensive and cost-effective way to independently verify to clients and their advisors whether or not the pricing and performance of existing or proposed life insurance is in their best interest. Only Veralytic is accepted for independent client representation, endorsed by the New York Bankers Association (NYBA) and compliant with industry regulations and established case law.
Special Pricing for National Financial Literacy Month as follows:
Subscribers: One (1) Free Veralytic Report– make sure you mention this article in your cover page or e-mail.
Non-Subscribers: One (1) Veralytic Report at $125 (75% off the $500 per Report fee paid by non-subscribers). Click here to subscribe or send your COMPLETE inforce illustration (including the detailed expense pages) to reports@veralytic.com along with a cover page mentioning this article.
This special offer is available for all policy holdings submitted on or before 05/15/2012.