Life Insurance

The College Funding Option NOBODY is Talking About

Presented by Brian Leising If you work in the college planning market, you are well aware of strategies to move assets or overfund permanent life insurance policies for tax-free cash.  What’s better than rearranging existing dollars into better funding vehicles?  How about FREE MONEY!  One of our life insurance carriers actually offers college scholarships to children and grandchildren of policyholders.  Here is a link with more details on Foresters competitive scholarship program.  They specialize in low face amount non-med term and final expense whole life.  This would be a great addition to existing college planning and a great fit for families without the resources for larger college funding plans.
Life Insurance

College Funding with Life Insurance – Part Two

Presented by Brian Leising How do you determine how much life insurance your client needs? Do you use a fact finder?  Does it include college expenses?  Would you even know where to begin calculating future college expenses?  Very often, we do a great job asking clients about fixed expenses such as their mortgage, funeral costs and credit cards, plus ongoing income needs.  What about the future cost of college for their children? Through Financial Brokerage, you have access to paper and electronic analysis tools to help your clients determine the current and future costs of college at public and private universities throughout the country.  Completing this part of a needs analysis should add $200,000 to each life insurance sale you make…per child.
Life Insurance

College Funding with Life Insurance – Part One

Presented by Brian Leising If you work in the college planning market, you are well aware of strategies to move assets or overfund permanent life insurance policies for tax-free cash.  What’s better than rearranging existing dollars into better funding vehicles?  How about FREE MONEY! One of our life insurance carriers actually offers college scholarships to children and grandchildren of policyholders. Here is a link with more details on Foresters competitive scholarship program. They specialize in low face amount non-med term and final expense whole life.  This would be a great addition to existing college planning and a great fit for families without the resources for larger college funding plans.
Life Insurance

College Planning Market

Presented by Gary Peterson If you work in the college planning market, you are well aware of strategies to move assets or overfund permanent life insurance policies for tax-free cash. What’s better than rearranging existing dollars into better funding vehicles? How about FREE MONEY! One of our life insurance carriers actually offers college scholarships to children and grandchildren of policyholders. Here is a link with more details on Foresters competitive scholarship program. They specialize in low face amount non-med term and final expense whole life. This would be a great addition to existing college planning and a great fit for families without the resources for larger college funding plans.