Events
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North American: Effective Illustration Tips
You know how to illustrate the desired death benefit, but this session will focus on supplementing retirement income and will help take your IUL illustrations to the next level. Be sure to register to get tips and techniques for running compelling illustrations. You'll learn: • How to get premiums and distributions to match age desired • Tips […]
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Lincoln Financial: Which IUL is Best for your Client’s Needs?
Which Lincoln IUL is best for your client’s needs? The answer of course, it depends, as no two clients are exactly the same. And fortunately at Lincoln, you have multiple options when considering a product with indexed features. 3 individual indexed universal life products and 1 survivorship indexed universal life product A variable product with optional […]
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Spousal Lifetime Access Trusts (SLATs) – Accumulate, Access, and Transfer Wealth
Please join us on Thursday, August 10, at 2 p.m. ET to explore the power of SLATs. See how a SLAT can give clients accessible income for one spouse via a trustee during his or her lifetime, provide estate protection and liquidity, and minimize income and estate taxes. Don’t miss it! Reserve your spot now
