[REPLAY] Life Pension School 2026 Day 1: Building Qualified Plans with Life Insurance From Security Mutual
Recorded 11/04/2026
Life insurance is a permitted asset in all qualified plans, so why don’t people sell more of it? Join Armando Testani and Jeff Hale as they navigate the fundamentals of life insurance in qualified plans. From Defined Contribution to Defined Benefit plans, they’ll explore how your client can not only save for retirement, but also conduct family legacy planning, business continuation planning and more with life insurance.
They’ll also explore how clients with existing plans can benefit from the addition of life insurance using “aged money”.
Whether you’re new to qualified plans or want to learn how you can better serve your clients while making a life insurance sale, join us for this webinar.
