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Advanced Personal Financial Planning Conference 2016

8 - How to Review Policies: Dive Deep on Life Products

‐ Jan 18, 2016 2:50pm

Life insurance is often integral to planning for its tax preferences, and is increasingly promoted/considered as an investment asset, but has been opaque and difficult to understand because it hasn’t conformed to prudent investor principles broadly understood for other investment assets. This presentation will show how you can dive deeper and apply to life insurance the same universal decision-making framework already widely accepted in the financial services business. Attendees will:
• Use the same decision-making framework widely used for other assets also for the prudent selection and proper management of life insurance
• Differentiate between types of life insurance and learn how R.A.T.E. can help determine when to use which product for what client objectives
• Identify life insurance industry practices now considered questionable by financial, insurance and banking industry authorities


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