For Other Advisors

Buy Your Tomorrows Today, People Insurance™, one agent's guide to taking clients and their professional advisors to a new level of process and service. This book teaches advisors how to sell, as much as it shows perspective clients how to buy.

To order now CLICK HERE

 
 

Source Book

Male & Female Term Rates

The Ratings of The Insurers Shown Are At Least: AM Best=A+, S&P=AA, Moody's=Aa

Download Male and Female Term Chart

 
 

Male & Female Permanent Life Insurance Rates - Death Value Guaranteed For Life

The Ratings of The Insurers Shown Are At Least: AM Best=A+, S&P=AA, Moody's=Aa

Download Male and Female Permanent Insurance Charts

Download Male and Female Survivorship Life Insurance Charts

 
 

Rates above assume non-smoker in "Preferred" or "Best Preferred" health category. They cannot be assumed to be the rates at which any particular policy will be issued. Final issue decisions and final rates must be determined only after an application, a medical examination and the insurer can obtain additional data.

The rates shown are for illustrative and comparative purposes only. This is not an offer to provide insurance coverage of any type. That offer may only be made after an application and medical examination is completed; submitted to an insurer and then accepted by the insurer.

The information on these pages is not designed for the sale of any insurance product, but is for the use of attorneys, accountants and financial planners who advise their clients about insurance needs.

Educational Seminars

We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars, or as we call them “road shows” for leading law firms, CPA firms, business management firms, and other financial advisors in the high-net-worth strategic planning community. Additionally, we actively participate in the development of insurance legislative and regulatory issues through the Massachusetts NAIFA chapter that may affect and/or benefit our clients and their advisors.

Whether you are an Estate Planning, Tax or Business Attorney; a CPA, Investment Advisor, Financial Planner, Trust Officer or Fiduciary; having a general understanding of the state-of-the-art of our products is critical in helping you provide the best advice for your clients.

Appel Insurance Advisors, LLC can offer educational presentations to firms like yours. A typical presentation by our firm lasts 30 to 45 minutes and is presented early in the morning, over lunch or in the late afternoon in your offices. We can bring your estate planning and business professionals up to date with the latest insurance products, concepts and companies that are strong and competitive today. We spend our time studying and analyzing insurance products and techniques to assure we make the best recommendations to our clients. An annual presentation by us to your professionals will help keep them abreast of the knowledge they need to best advise your clients. Contact us by phone (617) 332-7900; or by email, support@appeladvisors.com so we can discuss the value our Educational Seminar Road Show can bring to your firm.

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Check the background of this financial professional on FINRA's BrokerCheck