One of the most confusing products in the market place is Life Insurance. Yet, one of the most gratifying aspects of this business is giving a client’s surviving family one of the few tax free checks they’ll receive.
This month, we will be joined by Tony Steuer, CLU, LA, CPFFE, best selling author and financial wellness advocate who will be covering the basics of life insurance policy evaluation including reviewing in-force policy illustrations.
During this session you will learn:
- How to quickly audit the viability of your client’s life insurance policy
- Major differences between types of life insurance
- Definitions of some confusing life insurance jargon
- How to use IncomeConductor Pro to leverage the use of life insurance for wealth transfer