Date: Tuesday, October 6, 2020
Time: 12 pm ET | 9 am PT
Produced and Sponsored by:
As your purchasers put together for retirement and the remainder of their monetary future, it is best to acknowledge the position life insurance coverage can play in serving to to scale back their general portfolio threat. Present purchasers how life insurance coverage generally is a invaluable, complementary instrument to different investments as a result of it may be structured to offer wealth safety whereas providing predictability.
With an enormous quantity of selection within the life insurance coverage market – schooling is essential. Even should you’re a seasoned veteran, a number of pitfalls can journey up even probably the most cautious advisors. Be a part of this complimentary webcast to study easy methods to keep away from these errors, together with:
Failing to plan for the “Goodman” Triangle
Forgetting the switch for value rule
Naming your shopper’s property because the beneficiary
Not reviewing or following the essential guidelines of Part 1035 exchanges
Register As we speak!