Annuities

Up to 50% Penalty-Free Withdrawal

Presented by Deb Strong We all have clients that have concerns about being able to access their money in case of emergencies.  In fact, 52% of clients are not comfortable unless they know they have access to some of their money – penalty-free.  I call this the sleep well at night feature.  SAT-1248
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.
Annuities

My Money Is Going Where?

Presented by Gary Peterson Do your clients have a plan for their IRA when they pass away? Do they know the government will be a beneficiary? Exactly how much money will pass to loved ones? What if they could: – Keep their IRA in their care, custody and control; – Potentially double or triple the value of their legacy; – Take no additional investment risk? Learn more about IRA transfer pitfalls in this introduction from one of our leading life insurance carriers and two solutions you can use to help.