The Cashback + Life Protector concept allows you to show a client the benefits of buying both a Cashback Life 20 or 30 and a Life Protector policy. This concept presents a way for clients to have a higher amount of coverage for the short term and a smaller amount of coverage for the long term.
At the end of the 20 or 30 year period of the Cashback Life, the cash that the client would receive back could then be used to pay up the Life Protector policy. In some cases there may be enough cash value in the Cashback Life product for the client to pay up the Life Protector and still take some money home!
Click to view the video below for instructions on how to set this concept up in the Illustration Software.
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