Baltimore Life - Learn How To Maximize Your Legacy!
Tuesday, May 21, 2019 · 2:00 p.m.
Central Time (US & Canada) (GMT -5:00)
on-demand webinar
About this Webinar
Baltimore Life’s Single Premium Whole Life and Generation Legacy products can help your client substantially increase the estate being passed on to their heirs in a tax efficient manner.
Single Premium Whole Life is a secure solution for seniors who want to reallocate a portion of their invested cash assets not needed for daily living such as CD’s and Money Market funds. Generation Legacy is designed for seniors who have non-qualified annuities and qualified funds that they want to pass onto their heirs in an easier and more tax-efficient manner. In addition to the immediate increase in your client’s estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
Agenda
Opportunities in the Market
The design and key features of Baltimore Life’s Single Premium Whole Life and Generation Legacy products
Review of our point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications.
Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!