How to Turbo Charge an In-Force Policy and Sell New Insurance at the Same Time
Speakers: Robert Stuchiner, CLU, CHFC & Rick Calderon, MAS Advisors, LLC
The use of existing insurance policies to generate opportunities for high yielding inside build up and to increase the net amount at risk to further increase tax advantaged deposits for inside buildup.
Learning Objective #1: The value of Option B PPLI
Learning Objective #2: The use of existing insurance as net-amount-at-risk for newly issued PPLI
Learning Objective #3: The use of general account universal life policies (Guaranteed or non-guaranteed) as reinsurance for PPLI