Letters of Explanation

November 29th, 2018

For a long time, as I have been writing letter of explanation to my clients, I thought that many others have the same questions and I should simply publish anonymous versions of these letters so more people can take advantage of the explanations.

As I was writing another letter today I figure there is no more reason to put this off.  I’ll name this section: Insurance Explanations from Bill.  That’s pretty descriptive I suppose.  Hopefully you and your clients can benefit from this.  As needed, feel free to forward one of my letters to a client if you fell it would be the easiest way to get something across.  Or just steal my words and copy and paste them in to your own letter.  Whatever your pleasure.

Thank you and enjoy your day.

 

 

1. Whole Life  Term Blend

 

2. Trustee Liability

 

3. Donating a Policy to Charity

 

4. Policy Funding Options

 

 

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