Product Training – Baltimore Life Tax Efficient Asset Transfer Products: September 19, 2013

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Product Training - Baltimore Life Tax Efficient Asset Transfer Products: September 19, 2013

National 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.

This week's training call is hosted by Garry Voith from Baltimore Life. Garry will be training on Baltimore Life's Single Premium Whole Life product as well as their very unique Generation Legacy product. Both products are excellent ways to help your client transfer wealth tax-free to heirs.

Baltimore Life’s asset transfer products can help your client substantially increase the money being passed on to their heirs in a tax efficient manner.

These products are an excellent solution for seniors who want to reallocate a portion of their assets not needed for daily living 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 call & webinar we will review:

  • Opportunities in the Market
  • The design and key features of Baltimore Life’s asset transfer products.
  • Review of the 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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