What Happens Here Changes Lives

Most people don’t realize that their life insurance is a valuable asset that can be Xchanged for living benefits. As their agent, you can help inform them and put choice and opportunity back into their hands.

With our LifeCare Xchange® program, you can help clients seeking to financially rebalance during their senior years.

Introducing

LifeCare Xchange® offers agents four solutions to suit your senior clients’ objectives for retirement, estate planning and long-term health care needs. By Xchanging their life insurance policy, your clients may be able to receive:

  1. PROTECTION – Maintain a portion of the policy benefit, premium-free, and provide protection for loved ones with a Retained Death Benefit.
  2. INCOME – Supplement retirement funds with income for life with an Immediate Income Annuity.
  3. BENEFIT – Pay senior living expenses and long-term care expenses with a tax-free
    ​Long-Term Care Benefit Plan.
  4. LUMP SUM – Generate immediate funds for living needs with a Cash Payout. 


LEARN MORE ABOUT LIFECARE XCHANGE® 

Training

Interested in learning more about how to lead the way in funding solutions for seniors?

JOIN US FOR AN UPCOMING WEBINAR → 

Marketing Services

Expand Your Ability to Serve Senior Clients

We offer solutions for your senior clients’ need financially rebalancing strategies for retirement, estate planning or long-term health care needs.​​

We offer a number of concierge benefits and marketing services to bring our LifeCare Xchange® options to your clients.

LEARN MORE ABOUT OUR MARKETING SERVICES →