Gerber Life Wants to Help Your Clients Get Organized

Organization is Key with Gerber Life’s
Legacy and Last Wishes Guide

Tax season has ended and your clients and prospects have just gone through the process of collecting and organizing information to complete their taxes. Now may be a good time to remind them to organize other important parts of their life by using Gerber Life’s Legacy and Last Wishes Guide  to:

  • Document bank accounts, investments, insurance policies and retirement accounts
  • Outline key contacts
  • Summarize last wishes for their funeral and burial and more

Download The Guide

Download Instruction Sheet

As you meet with clients and prospects to discuss Gerber Life’s Guaranteed Life product, you can use our Legacy and Last Wishes Guide  to help support those discussions.

As a reminder, you can download the Legacy and Last Wishes Guide  and the accompanying instruction sheet from Gerber Life’s Agent Portal or you can click the links in this message. Help your clients and prospects organize their life and be better prepared for the future with Gerber Life’s Legacy and Last Wishes Guide.

Sincerely,
Your Gerber Life Sales & Marketing Team

 
Gerber Life Wants to Help Your Clients Get Organized
 
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