Managing Guaranteed Universal Life Policies Post Acquisition
Speakers: Kenneth R. Samuelson, CLU, ChFC, Lawrence J. Rybka, JD, CFP®, Michael Mingolelli, Jr., Esq., MichaelPepe, CLU
Year: 2014
Body of Knowledge:
Practice Management
Competence: Skills |
Level: Basic |
Session Rating: 4.67
Last year we discovered that No Lapse Guaranteed Universal Life policies don't have as many guarantees as we all assumed. Find out how 3 Forum 400 members manage these policies after they are on the books to avoid surprises.