Education and training
printable copy: Guide
Seminar: This seminar for advisors explains how clients with excess income or assets, can use an exempt life insurance policy to maximize the value they can transfer to their beneficiaries. Traditional investments may be taxed during accumulation and at death, and are subject to estate settlement costs and delays, and are exposed to the claims of creditors. An exempt life insurance policy can help avoid all of these problems, leading to a larger legacy. This seminar is available from your Regional Sales Director. Contact your Individual sales support team for details.
Material for your client
Sales strategy sheet
