New Best Practice Standards for Managing Life Insurance as an Asset

Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted/considered as an investment asset, but has been opaque and difficult to understand because it hasn’t conformed to Prudent Investor principles broadly understood for other assets. This training will show how to apply to life insurance the same universal decision-making framework already widely-accepted in the financial services business.

Click here to view the video "How the Best Practice Standards for Life Insurance are a Competitive Advantage [for the Independent Advisor]