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Uncover Life Insurance Opportunities with Your Existing Clients

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You are surrounded by life insurance opportunities...you just may not know it.

It’s not a stretch to say that every one of your clients should be asked about concerns that life insurance can help them address. The key is to quickly identify opportunities and provide solutions to meet clients’ needs. From simple answers to more advanced concepts, being able to identify the strategy that best meets your clients' needs is the primary goal.

Want help finding possibilities with your clients? We’ve got you covered.

Get the help you need with the Client Profiler tool. It can help you easily discover opportunities within your existing client base to better serve their needs.

Five main areas of client concern are:

Basic Life Insurance — Covering topics such as income protection, policy review, and a balanced approach for long- and short-term insurance needs.
Retirement Planning Strategies — Bringing tax-efficient solutions for Life Insurance in Retirement Planning (LIRP), chronic or terminal illness concerns, and surviving spouse or longevity needs.
Wealth Transfer Strategies — Showcasing more complex strategies, like Asset Protection Plus, Completing the Dream, Estate Tax Impact to Beneficiaries, Leveraged Gifting, and Estate Equalization.
Business Planning and Succession — Highlighting the reasons business owners need life insurance, whether for Business Continuation or Executive Benefits.
Unique Planning Strategies — Focusing on special circumstances where life insurance can help; like Special Needs Planning and Charitable Giving.

The Client Profiler tool works by client concern or profile.

Think about and look at your existing clients and prospects.
Knowing what protection they have in place can lead you to an unresolved concern that may need to be addressed. Or, look at the client profiles in each category to see who in your client base fits.
Asking a few pointed questions can solidify the concern or not and lead you toward a solution.
Check out the products or strategies that can best address your client's area of concern.

Life insurance can help address many of your clients' concerns. Our Client Profiler can help you along the way.

Click here to download the interactive Client Profiler PDF opens in new window

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LINK by Prudential is an umbrella marketing name for Prudential Customer Solutions LLC (“PCS”), Prudential Annuities Distributors, Inc. and various subsidiaries of The Prudential Insurance Company of America. Investment advisory products and services of LINK by Prudential are made available through PCS, an SEC registered investment adviser. PCS is not a licensed insurance agency or broker. Prudential LINK and LINK by Prudential occasionally may be referred to as LINK.

Securities products and services are offered through: Pruco Securities, LLC and Prudential Investment Management Services, LLC, both members SIPC Opens in new window and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. All are Prudential Financial companies Opens in new window. Statement of Financial Condition PDF opens in new window for Prudential Investment Management Services, LLC.

Insurance and/or annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ), Pruco Life Insurance Company of New Jersey (in NY and/or NJ), and Prudential Annuities Life Assurance Corporation (PALAC). Each is a Prudential Financial company located in Newark, NJ (main office), except for PALAC which is located in Shelton, CT (main office), and each is solely responsible for its own financial condition and contractual obligations.

Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT.

Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company, Hartford, CT, or its affiliates .

This web page is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. Prudential Financial, its affiliates, and their financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

This website is for U.S. persons only Opens in new window and may not be approved in all states. Information contained on this site does not and is not intended to constitute an advertisement, solicitation or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or otherwise regulated.

"Prudential Advisors" is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Prudential, the Prudential logo, the Rock Symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc, which is headquartered in the United Kingdom.

Pruco Life Insurance Company, an Arizona company - California COA # 3637. The Prudential Insurance Company of America - California COA # 1179. Prudential Retirement Insurance and Annuity Company - California COA # 08003. The Prudential Life Insurance Company of America Newark, NJ.

Securities and Insurance Products:

Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate.

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Advisors - Life Insurance

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Life Insurance Sales Desk

Call Us: 844-458-9006

Email Us: lifesalesdesk@prudential.com

If you’re already appointed with Prudential, visit PruXpress to learn more about how life insurance can help your clients meet their protection needs.

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Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Created Exclusively for Financial Professionals. Not for Use with Consumers.

For Compliance Use Only: 1016344-00001-00 Ed. 01/2019