Episode #220: How to Fortify Your Client's 3 Most Important Stages of Life


This post is intended for financial professional use only.

Are you working with a young and high-income earning client who is just starting their professional career? When planning for retirement, the early bird always gets the worm. At a young age, your client can take advantage of low mortality costs, the flexibility of future payments, legacy building, and the promise of insurability down the line. Who could say no to guaranteed life insurance eligibility for legacy or income purposes for their family in the future?

In this episode of Money Script Monday, Jeff unpacks a financial illustration that your younger clients can implement at an early age to achieve supplemental retirement income down the road.

Resources Provided for This Episode

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About Jeff La Pierre

Jeff LaPierre is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.


This information is meant for educational purposes only.

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