Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Life Insurance - Variable Coverage
Variable life insurance is a form of permanent life insurance that provides a death benefit and has an investment component.
It allows policyholders to invest their cash value in different investment sub-accounts, such as stocks and bonds.
The performance of these investments determines the cash value of the policy. Premiums are flexible and can be adjusted to meet the policyholder’s needs.
The death benefit also can be adjusted depending on the performance of the investments.
With variable life insurance, policyholders have the opportunity to grow their cash value through their investments.
Key benefits of life insurance
Financial security for your loved ones: Life insurance provides a death benefit that can help your loved ones cover expenses such as funeral costs, outstanding debts, and ongoing living expenses.
Estate planning: Life insurance can be a valuable tool in estate planning, helping you ensure that your assets are distributed according to your wishes.
Tax advantages: Depending on the type of life insurance product you choose, there may be tax advantages that can help you save money.
What is the legacy you want to leave behind? To learn more, give us a call and request this FREE National Association Insurance Commissioner's Consumer Guide today. You'll be glad you did.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
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Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.