Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance

Speakers: Jonathan Barrera

Year: 2019

In this case study you will learn how the Super 401k enables you to increase life insurance sales obtained through planning while increasing tax benefits to for your client. Session takeaways: 1. Understanding how the plan works with clients. 2. Understanding how to increase life insurance sales. 3. Understanding the long-term benefits for clients.

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