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Join us for Prudential’s Policy Review and Mirrored Loans Webinar
This webinar will boost your practice by adding the mirrored loan strategy to your suite of solutions:
Date: February 19, 2020
Time: 2:00PM EST
Featuring: Michael G. Connell, Director, Advanced Planning
How can a mirrored loan strategy help me grow my practice?
A client has an older life policy; it’s accumulated significant cash value. However, loans taken from the policy, combined with higher mortality costs and loan interest charges, have put the policy at risk for unintended lapse. The policy also lacks the flexibility that can be found in more contemporary life products—flexibility the client now needs. A mirrored loan strategy can help.
Attend this exclusive webinar to:
- Get the fundamentals of the mirrored loan strategy and how to prevent a client’s policy from lapsing while helping them transition to a new policy that offers more flexibility
- Tour two case studies to see how the strategy can help clients stay on a path to financial wellness
- Discover Prudential’s specific requirements and competitive advantages when implementing a mirrored loan strategy
Help clients discover how they can replace their old policies with life insurance that fits their current and evolving needs.
OneAmerica training: Hybrid life & annuity LTC
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas.
This session is about 55 minutes and will cover the following details…
– Setting up the LTC sale – Covering two individuals under one policy
– Lifetime benefits and the advantages
– Use of IRA, 401k, 403b to pay for LTC
– Guaranteed premiums for LTC
– Convert NQ annuities to tax-free for LTC.
This webinar is offered several times. Select the date and time that works best for you!