Did you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021?
Stock markets worldwide have rebounded from the lows recorded last March. If you have not already done so, it would be wise to reset the death benefit guarantee on your clients' contracts to secure these gains by the end of the year.
30 seconds is all it takes!
The Series 75/100 reset tool in the Advisor Centre allows you to set the reset date in advance. Remember that it’s possible to change the reset date at any time before the reset occurs.
To learn more, refer to the document titled Growth and Estate Protection Combined (F13-1010A), our Frequently Asked Questions or the explanatory page in the Advisor Centre.
Year-end is just around the corner: have you done your resets?
