[REPLAY] Policy Review and Mirrored Loans from Prudential
Help boost your practice by adding the mirrored loan strategy to your suite of solutions
Watch this business-building webinar replay 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