Planning in action with John Hancock's Protection UL

Case in Point: A producer was in a competitive situation with another agent.  The other agent was showing the client a leading carrier's Guaranteed UL (GUL) product.  Working with an Advanced Markets Consultant, the producer was able to illustrate a cost-efficient alternative with greater flexibility.

Click this link to see how an advisor was able to position Protection UL to win a case up against a No Lapse Guarantee contract, ultimately offering more customer value and flexibility.

Client Profile

• Male 47, Preferred Non-Smoker
• Exercises regularly and lives a healthy lifestyle

Fact-Finding

• The client has a life insurance need of 5M for income replacement and estate liquidity.
• The client is interested in guarantees but wants to ensure that the policy is flexible enough to meet changing needs or financial circumstances.

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275.