Overview:
If anyone ever says they are self-insured, they are wrong. This talk proves it. Dan walks advisors through seven different features of permanent life insurance that are unique to the insurance industry and cannot be replicated with other financial planning tools.
Advisors will learn:
- The five different levels of tax saving in an insurance policy that are available in nothing else.
- That they have an answer for clients – and other advisors – who dismiss the idea that life insurance should be part of a comprehensive financial plan.