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Spousal Lifetime Access Trust (SLATs)
In case you missed it, the webinar replay is available on demand.
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7 Things Every Advisor Should Know About Whole Life Insurance
Join Dan Foley, CLU®, Senior Vice President, Marketing and Timothy Luberecki, ACS®, AFSI®, FLMI®, Senior Product Market Analyst, as they discuss the key elements of whole life insurance that every informed life insurance advisor should know.
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Unexpected Gratitude Welcome
When delivering “White Glove” service, it is important to consider recognition and appreciation programs that celebrate your top clients, advisors, and centers of influence. It’s one thing to process and service someone’s business..
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Check Your Knowledge : Trust Planning
Leverage life insurance in a trust strategy to unlock advantages and benefits to help clients leave the greatest legacy possible. Help meet wealth transfer goals, including protection from taxes and creditors and addressing privacy and probate concerns.
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