Filed Under:Life Insurance, Life Planning Strategies

A different kind of Valentine's Day gift


Your clients can do something different for their loved ones this Valentine's Day, and maybe every Valentine's Day after: take steps to ensure a financial future together. Romantic? Well, maybe not in the traditional sense, but there are still ways to say "I love you" while taking actions to show you mean it. Here are a few novel gift ideas for your romance-minded clients this month:

- Rather than buying an expensive bauble, as the ads would have us do, your client can give a loved one a picture of a dream vacation spot or a romantic cruise (think Paris, Florence, Buenos Aires) to be taken three years from now. How? By preparing an investment plan just for that purpose. It is a unique way to plan and save for a special, fun gift and gets your clients thinking of fun reasons to invest.

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Nichole Morford

Nichole Morford
Managing Editor

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