[WEBINAR] Policy Review and Mirrored Loans from Prudential
Thursday 01/20/2022 at 1:00 pm - 2:00 pm CST
Boost your practice by adding the mirrored loan strategy to your suite of solutions
How can a mirrored loan strategy help me grow my practice?
A client has an existing 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 considers a significant benefit. A mirrored loan strategy can help.
Attend this business-building webinar to:
Get the fundamentals of the mirrored loan strategy—how to prevent a client’s policy from lapsing and subjecting the client to an unexpected tax bill by completing a 1035 exchange to a new policy and mirroring the loan
Tour two case studies to see how the strategy can help clients
Discover Prudential’s specific requirements and competitive advantages when implementing a mirrored loan strategy
Boost your practice by adding the mirrored loan strategy to your suite of solutions
How can a mirrored loan strategy help me grow my practice?
A client has an existing 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 considers a significant benefit. A mirrored loan strategy can help.
Attend this business-building webinar to:
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