Managing expectations when clients have older whole life plans
Prepare clients for the impact of low rates and other policy variables
- October 30, 2019 October 31, 2019
- 15:00
Prepare clients for the impact of low rates and other policy variables
Learn about innovative trends that could benefit your clients
Tips and traps when working with a lender
What the future could be
What he learned after becoming a statistic
Do not adjust your sets—RCAs are back
3 insurance strategies that will be less effective as of 2017
Historic low rates have made guaranteed interest accounts less attractive. But new alternatives mean investing within a universal life (UL) policy shouldn’t be written off.
If the historic low rates have turned you off of guaranteed interest accounts, you’ll be happy to know that there are alternatives, such as investing within a universal life policy.
Use immediate leveraging with insurance in a low-rate environment.