Annuity Sales Made Easy with Brokers Alliance® Annuity 101 Training Program
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Live Webinars and Events
May 23, 2019
🔵Client Strategies: 1035 Exchanges and Mirrored Loans
During a policy review, you come across an existing policy that the client purchased many years ago. It has accumulated significant cash value. However, you see that loans have been taken from the policy to pay for the premiums and/or to fund cash withdrawals. Those loans, combined with higher mortality costs, and high loan interest charges have subjected the policy to a potential unintended lapse.
These clients have 3 choices: do nothing, repay the loan out of pocket, or complete a 1035 exchange to a new policy and mirror the loan.
This webinar will show you how mirrored loans, when executed and designed properly, can help clients in this scenario achieve security.
Attendees will receive a complimentary copy of the presentation and our Mirrored Loan Sales Kit.REGISTER NOW!