RIAs may access term life insurance coverage for their clients with the help of RetireOne. This coverage provides income replacement at a fixed cost for a prescribed term of years. Benefits are paid to beneficiaries of the decedent and these terms are usually 5, 10, 15, 20 or 30 years. Term life insurance is the least expensive way to purchase life insurance coverage over a specific period of time.
Term life insurance may be helpful to clients looking for:
Simply reach out to your RetireOne relationship manager to request a quote and complete a short set of questions. We’ll work with you and your client to arrange a call to complete your application and schedule the necessary requirements. In some cases, a medical exam may also need to be scheduled at your client’s convenience and at no cost to them. Covr Insurance Technologies powers the RetireOne term life platform so that we may offer coverage to clients of RIAs and fee-based advisors. No insurance license is required. Our Relationship Managers are expert insurance consultants and carry licenses in all 50 states.
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