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About This Webinar
Compelling Reasons for Cash-Value Life Insurance and Premium Financing

We in the midst of an economic “halt” and a pandemic. With an attitude of, “this too, shall pass” and “stay calm through the calamity,” John Reed, a senior financial advisor with Balanced Strategies, thinks that as advisors, we need to stay nimble and ready to capitalize on opportunities on the horizon. He says there are some compelling reasons for Cash-Value Life Insurance and Premium Financing.
Agenda
  • Use a spiked consumer interest in life insurance to your advantage
  • The silver lining of low-interest rates: Intra-family loans and low-cost commercial capital
  • Discussing the stimulus payments as a driver for estate planning
Presenters
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    John Reed
    Senior Consultant, Balanced Strategies
    As a Senior Consultant with Balanced Strategies, John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors place over 180 Premium Finance cases resulting in +$1.6B of coverage, +$300M of financed premiums, and +$46M FYC. He currently serves as a Finance Commissioner to the city of Newport Beach, CA, is the immediate past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied for his BS/MS in Aerospace Engineering and MBA. He is an avid reader, competitive sailor (completed the 2019 Transpac!!), and international traveler.
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    Rena Nicholson
    Vice President, Life Sales - CreativeOne
  • 1595342183-82e23f9db8c2c02e
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
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