Most advisors know the feeling when a client or prospective client walks into a meeting with an existing annuity or life insurance policy that were sold to them by a previous advisor or a friend.
This session starts with a high-level review of annuity product categories, and takes attendees through various strategies that can be implemented when looking to repurpose legacy policies to reduce costs and help satisfy long-term goals in their client’s financial plan. This on-demand webinar will cover:
- Review annuity product categories and identity when it may be appropriate to explore moving a clients’ existing annuities into a different solution through a 1035 exchange and how to do it.
- Decide when and how to consider a competitive fixed rate strategy as an alternative to bonds for conservative clients.
- Learn to locate inefficiencies so to minimize large tax liabilities for a beneficiary through a tax-efficient spin-down strategy
Featured Speakers
Prior to joining DPL, Blake was a Financial Representative with New York Life. He has a passion for helping member firms create the best possible outcomes for their clients while also organically growing their AUM while utilizing our commission-free insurance platform. Blake currently holds his Kentucky Life license and Series 6 and Series 63 and SIE licenses. He played collegiate football and graduated Hanover College with a degree in Economics.