Growing Your Business through the Underserved COLI Market

Speakers: Chuck Van Devander

Year: 2019

Learn how the COLI market has changed over the past decade and why that market is rapidly growing today. Small and medium sized business are learning about the benefits provided and today’s products are a better fit for those businesses. However, very few advisers are taking the time to talk to them about the opportunity. 3 session takeaways: 1. COLI is an underserved and growing market 2. Smaller nonqualified plans (less than 20 lives) are the most common 3. The corporate tax rate changes have helped open new opportunities

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