Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance
Speakers: Jonathan Barrera
Year: 2019
Body of Knowledge:
Business Planning,
Qualified Plans
Competence: Technical |
Level: Advanced |
Session Rating: 3.00
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.