By Joe Brunello, Director of Training and Development
September is Life Insurance Awareness Month, and it’s the perfect time to remind clients of the importance of protection at the core of any sound financial strategy. For financial professionals using the Leap process, protection isn't just an afterthought of a client’s financial world—it’s a foundational pillar that safeguards clients' families, businesses, and financial futures.
Incorporating life insurance as a key element of the Leap process ensures that clients have a secure financial base. By focusing on protection first, you help your clients mitigate risks and provide peace of mind for their loved ones. Keep in mind, when it comes to the protection, you cannot go back and “fix it” after the fact, it must be in perfect working order from the start.
This month is a great opportunity to engage with clients and highlight the importance of protection in their overall financial plan. Life insurance isn’t just about covering expenses — it’s about creating a lasting legacy.
Source: Life Happens/LIMRA, 2024 Insurance Barometer Study.
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