Fin’l Services Can Bolster P-C Accounts

Expanding a property-casualty agencys portfolio to include financial services products offers independent agents the opportunity to increase profits and enhance customer loyalty, and the time is right to consider the expansion.

Although our environment today offers degrees of uncertainty, it is also a time that has raised the awareness among all Americans of the importance of planning for their future and that of their dependents.

In addition, businessowners must consider their needs in areas like key person insurance, succession planning, deferred compensation programs and business transfers. Life insurance is a planning tool that can address a variety of business and personal concerns, while annuities and other investment products can assist asset accumulation and employee benefit programs.

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