[REPLAY] Cash Value Life Insurance: Reimagine the Possibilities from Prudential
Recorded 03/10/22
Join Joe Pedersen as he discusses this very real approach to conversations with pre-retirees around cash value life insurance. You’ll hear about 3 aspects for client meetings:
- The death benefit and the often-overlooked tax advantages of life insurance
- Flexibility and the L’s of life insurance: Leverage it, LIRP it, and Leave it
- Client profiles and how to connect to clients you’re working with