Analyzing Life Insurance
Our Comparisons of Strategies, Products and Features
Below is a list of our past, recorded webinars as well as upcoming webinars. Feel free to browse them at your leisure:
Buy Term & Invest the Difference: A Myth Dispelled
Many advisors preach that buying term life insurance and investing the difference one would spend on a permanent policy is the best route. During this session we discussed flaws with this strategy and cover a potential alternative.
(Recorded on: 4/18/24)
Life Insurance for Business Owners: Premier Bonus
During this 15-minute info-packed session we discussed a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process.
(Recorded on: 4/4/24)
How to get referrals from CPAs
During this 15-minute info-packed session we will discuss how you can form relationships with CPAs in order to get referrals from them over time.
(Recorded on: 3/21/24)
Insured Family Legacy
During this 15-minute info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.
(Recorded on: 3/7/24)
How to Present a Life Insurance Retirement Plan
During this 15-minute info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.
(Recorded on: 2/22/24)
2024 Annuity Update – Product Performance & Positioning
During this session we reviewed American National’s fixed deferred annuity products (MYGA + SPIA) as well as their fixed index annuity products (ASIA Plus 10 and 7).
(Recorded on: 1/4/24)
Live Case Study: Life Insurance Retirement Plan
Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP).
(Recorded on: 9/20/22)
Save Taxes Now, Get Tax-Free Income Later
A high-level split dollar strategy, utilizing life insurance, designed specifically for business owners.
(Recorded on: 7/26/22)
Helping Business Owners Maximize their Retirement
A case study to determine life insurance products that are best for helping business owners save for retirement.
(Recorded on: 6/21/22)
IUL with Best-In-Class Index Options
A review of various index options for IUL products currently on the market.
(Recorded on: 5/19/22)
The Best GUL on the Market
A Comparison of GUL products currently on the market.
(Recorded on: 5/3/22)
Turn-Key Premium Financing
An enhanced premium financing strategy that allows your clients to leverage their contributions to generate tax-free income.
(Recorded on: 10/18/21)
Discussing Risk-Control Indexes
An analysis of IUL products utilizing the S&P MARC 5 (er) index.
(Recorded on: 8/3/21)