North American's Legacy Optimizer is now available nationwide!* Legacy Optimizer was designed with the Baby Boomer in mind, providing Guaranteed Death Benefit Protection with a single premium. Join us and Steve Zimmerman, Sales Vice President of North American, for a webinar on September 13th at 1pm to find out how this product can benefit your clients.
The ideal Legacy Optimizer client:
- Is in need of death benefit protection.
- Is 50-80 years old.
- Has sufficient retirement resources and emergency funds.
- Has $25k to $200k in a low-interest account.
- Anticipates they will not use all of their wealth during their lifetime.
- Wants to pass on a legacy to their loved ones.
*Available in all states except CA and NY.