Marketing Baltimore Life's Tax Efficient - Asset Transfer Products: September 13, 2012National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
On the call for September 13, 2012: 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.
During the one-hour webinar we will review:
- 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!
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