Letters of Explanation
By Bill Boersma
For a long time, as I have been writing letters of explanation to my clients, I thought that many others have the same questions and I should simply publish anonymous versions of these letters so more people can take advantage of the explanations. As I was writing another letter today I figured there is no more reason to put this off. I'll name this section: Insurance Explanations from Bill. That's pretty descriptive I suppose. Hopefully you and your clients can benefit from this. As needed, feel free to forward one of my letters to a client if you feel it would be the easiest way to get something across. Or just steal my words and copy and paste them into your own letter. Whatever your pleasure. Thank you and enjoy your day.
Available Letters
A general letter of explanation to life insurance policy owners.
Comparing whole life insurance to guaranteed universal life policies.
An explanation of premium financing arrangements and their implications.
Understanding the blending of whole life and term insurance.
How to donate a life insurance policy to a charitable organization.
The risks associated with financing premiums on indexed universal life policies.
Understanding trustee responsibilities and liability in life insurance trusts.
Various options for funding life insurance policies.
A foundational overview of premium financing strategies.