Dec 15, 2021
Life insurance is a quickly evolving asset for our clients. From death benefits to tax-free sources of income, how can you implement life insurance into the services you offer?
You're busy maintaining your business and keeping up client relations, that's why we have people like Andrew the VP of Life Insurance on Karl's FIG team to help you along the way. He understands the products, tax processes, and changing laws and litigations surrounding life insurance. It can certainly be a differentiator in your business. Join us as we discuss the history of life insurance, its tax implications, and the benefit it has for your clients.
Get additional information: http://advisordevelopmentshow.com/podcast/ep-18-the-value-of-life-insurance/2381/
More about our guest: https://www.teamhoover.figmarketing.com/team-members-1/andrew
What we discuss today:
2:48 – Favorite college football team
3:35 – Favorite NFL team
6:18 – His journey in the financial industry
8:51 – How has life insurance changed?
18:19 –7702 revision
21:03 – Life insurance as a differentiator
25:12 – Benefits to those in retirement
27:56 – Tax mitigation for clients
30:10 – Premium financing
32:43 – Advanced strategy team
35:09 – How medical works
38:52 – Enjoy the moment