[REPLAY] Cash Value Life Insurance: Reimagine the Possibilities from Prudential

Recorded 03/10/22

Join Joe Pedersen as he discusses this very real approach to conversations with pre-retirees around cash value life insurance. You’ll hear about 3 aspects for client meetings:

• The death benefit and the often-overlooked tax advantages of life insurance
• Flexibility and the L’s of life insurance: Leverage it, LIRP it, and Leave it
• Client profiles and how to connect to clients you’re working with