Single Pay Life – Idle Money – Wealth Transfer

Many different names, same concept

Questions? Please contact your OCI Financial Solutions team at 402.330.8700 • lifesales@ociservices.com

Conversations with your clients is as easy as asking these questions:

  • Do you have CD money? Are you content with the rate of return you are getting on that CD?

  • Do you have money ear marked for kids, grandkids, church, LTC expenses, etc?

  • Do you have cash or liquid assets you are planning to transfer somewhere at death?

1 of 3 things will happen using this concept:

  • Client dies: Increased tax-free benefit

  • Client lives too long: Increased “pool” of money client can access for LTC expenses

  • Client quits: 100% return of premium from day 1

Single Pay Life Resources

Get a SPL Quote

Sagicor Wealth Care

How you can meet multiple client needs with wealth transfer.

Wealthcare Knockout Questions

Verify the proposed insured is eligible for accelewriting by asking them these questions.

  • Agent & Client Information

  • MM slash DD slash YYYY

  • Client Health Questions

    If you answer YES to any question the client will not qualify.