« Back Married with Kids: Raising a Family

Ambitions and Activities

These customers may be:

  • Focused on their children's activities and needs
  • Looking for ways to protect their family’s financial future
  • Considering buying a larger home or upgrading their cars
  • Interested in saving for college and retirement
  • Needing to establish advisor relationships (lawyers, financial planners, accountants)
  • Interested in establishing their children’s insurability

Anxieties and Hurdles

These customers might:

  • Worry about having enough to save for kids’ education and retirement
  • Have moved from two incomes to one
  • Be under-or uninsured
  • Have busy schedules
  • Need help with budgeting or debt consolidation

What They Need

You can help them:

  • Learn about good financial habits
  • Understand how life insurance can help protect their loved ones
  • Identify their future needs
  • Enhance their existing plan to meet future goals

Life Insurance Solutions

These customers may benefit from:

  • TERM LIFE
    They get affordable, straightforward coverage with the possibility to convert to permanent life insurance down the road.
  • FIXED UNIVERSAL LIFE
    Permanent life insurance products can offer affordability, cash accumulation, and flexibility for the future. Look for flexible options such as an adjustable death benefit and premium payments.
  • INDEXED UNIVERSAL LIFE
    Customers can help protect loved ones with permanent life insurance and take advantage of stronger cash accumulation potential.