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There are many uses and needs for Life Insurance. This program will examine 5 uses that the agent can discuss with the prospect, ranging from fairly simple personal needs concepts (Creating an Estate and Paying off the Home Mortgage), to more complicated business concepts (Insuring the Key Person and Funding the Buy-sell Agreement).

 

The program concludes with a discussion concerning the concept of using life insurance to coordinate with Qualified plans and providing a Tax-Free Retirement Plan for the loved-ones.

 

In addition to the discussion of the five concepts, there will also be a review of the “Advantages of Life Insurance”. ​