Select Language

Check Application Status

Resource Zone

Cinderella slipper strategies

John W. Homer, CLU, ChFC

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

Homer explains several strategies that use SPIAs in tandem with life insurance policies. These strategies are appropriate for older clients with liquid assets and may reduce taxable estates. He teaches you how to maximize arbitrage between these products so that clients have greater cash flow after purchasing large amounts of insurance and how to avoid common pitfalls inherent to the strategies.

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments