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April Is National Financial Literacy Month

The LIFE Foundation is now accepting entries for the 2013 realLIFEstories Client Service Recognition Program. The deadline to submit all entries is January 14, 2013.

This annual program seeks to gather and publicize compelling stories of the role insurance has played in helping families and businesses in times of great financial need. Insurance agents can send in their success stories about disability income or long-term-care insurance. Four winning stories, chosen by an independent panel of judges, will be featured nationally in the fall of 2013.

"The most powerful proof of the importance of having adequate insurance protection is in the stories of real people who have experienced the benefits of these products first hand," says Marvin H. Feldman, CLU, ChFC, LIFE Foundation President & CEO. "We encourage agents across the industry to share their client success stories to be recognized for their outstanding work and help educate more consumers about the role insurance plays in achieving a financially secure future for their loved ones."

LIFE is seeking stories in the following categories:

  • Individual Life Insurance, Death Benefits - The story should pertain to the real-life experience of a family and/or business whose financial situation was aided by the death benefits provided through the policy or policies involved.
  • Individual Life Insurance, Cash Values and/or Living Benefits - The story should pertain to the real-life experience of a family and/or business that utilized a policy's cash values or Living Benefits in some way, and may have been aided by a policy's death benefits as well.
  • Workplace Life Insurance - The story should pertain to the real-life experience of a family whose financial situation was aided by life insurance coverage obtained through the workplace.
  • Disability or Long-Term-Care Insurance - The story should pertain to the real-life experience of an individual who became disabled or ill or who required long-term-care services, but who, thanks to the benefits of insurance, had the financial means to maintain his or her quality of life.

How to apply

To enter, insurance agents must complete an application form, as well as an essay describing their client's realLIFEstory. The application form is available at www.lifehappens.org/reallife . Agents can complete the form and essay online or download the application and submit to LIFE via mail or fax.

Award recipients will be chosen by a panel consisting of journalists, regulators, legislators, educators and business leaders. The four best stories, as determined by the judging panel, will be featured nationally in the fall of 2013. In addition, award recipients and their clients will each receive an all-expenses-paid trip for two to San Antonio, Texas, from September 28 to October 3, 2013, where they will be honored by their industry peers at NAIFA’s 2013 Career Conference and Annual Meeting.

For more information about the realLIFEstories program, please contact Julie Holsinger at realLIFEstories@lifehappens.org or call her at 202- 464-5000 ext. 4446.

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By Ayo Mseka
Editor-In-Chief
Advisor Today

 

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