[WEBINAR] Legacy Advantage: An Asset Repositioning Strategy from Prudential

This webinar introduces the Legacy Advantage and Asset Repositioning concept to financial professionals, reviews the client profile, and showcases how the strategy works through a case study.

Join Charles Perrault III, CFP®, CLU®, Director of Advanced Planning, as he explains how the Legacy Advantage strategy can help mitigate the risks that taxes and chronic illness can pose to the value of a client’s legacy.

Chuck will walk you through these four key areas: 

Design examples
How life insurance can help preserve and potentially enhance wealth passed to the next generation and beyond.

The chronic and terminal illness rider, BenefitAccess Rider
How, in the event of chronic or terminal illness, a client will have the flexibility to accelerate the death benefit while the insured is living.

Client profiles and case studies
How to identify those who may benefit from the Legacy Advantage strategy.

Talking points
Ways to help you lead actionable client conversations.

Bonus
Get a preview of the client-approved 1-on-1 Lightning Presentation to help you walk clients through this strategy in just a few minutes.