Tax Benefits of Life Insurance for the Mass Affluent

Tax Benefits of Life Insurance for the Mass Affluent

Mar 14, 2019, 11:30 AM – 12:15 PM Central Time

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Turn tax season into an opportunity to grow your business. Join this Senior Market Sales® webinar to learn about cost saving alternatives for your clients. Proprietary tools offered by SMS can help you quickly identify gaps in your clients' portfolios.

In this webinar you will learn: 
• More about tax free death benefit
• Innovative living benefit riders (ABRs)
• Benefits of a tax diversified strategy
• Limitations and benefits to Roth IRA
• How to position life insurance as a retirement supplement aligning with 401(k) Supplement
 




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