This presentation will provide insights into current and likely future planning opportunities with life insurance. We will discuss why insurance is an important asset in a client's balance sheet and how to properly analyze and implement (or refine) wealth transfer strategies that utilize (or already own) insurance. We will conclude with a discussion about how the future in insurance solutions is not bleak but rather exciting and challenging.
1. Understanding the importance of analyzing insurance and the importance of working collaboratively with other allied professionals.
2. Potential sales ideas for current and future insurance needs and opportunities.
3. Wealth transfer opportunities, utilizing insurance, for 2019 and beyond.