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Join us in a live webinar Tuesday, February 21, 2023 at 10:00 am CST as our sales team and guest speaker cover participating whole life insurance.
Topics:
- Whole life insurance – sales ideas, how it works, and plan design options
- Review the types of riders available – how they can provide extra value, premium flexibility guaranteed insurability
- Understanding of dividends - discussing any policy payment strategy or rider that is dividend-dependent with your clients
- Survivorship - helping couples address both their wealth transfer and retirement income goals with a single product
- Some alternate funding options for when clients cannot or do not want to pay the full premium
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Meet Our Presenter
Tom Merrion has 17+ years of Life insurance experience that have focused on impaired risk health cases and complex financial underwriting. Tom works with a team of experts that will work tirelessly on your needs and provide the prompt attention your business deserves.
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Guest Presenter
Jean-Marc Pelletier CLU, ChFC, CLTC Since 2014, Jean-Marc has worked exclusively in the Life, Disability Insurance and Long Term care business. He is an effective communicator with a proactive leadership style, cultivated by both professional hockey playing career and selling experience. Jean-Marc works with MassMutual General Agencies, helping them create a large footprint of Life Insurance solutions for their clients. |
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