How to More Fully Understand and Evaluate an Illustration or Proposal eBook
Our experience helping sophisticated clients and top advisors plan their large life insurance placements often yields common misunderstandings within life insurance policies and the industry. These “Myths & Misperceptions” often get in the way of the process of analyzing data for a client and could have negative and costly effects for clients and their families. This eBook is designed to help you navigate the complexities of permanent life policies.
In this eBook you’ll learn:
- How the dividend mechanism works
- What financial strength ratings really mean
- The appropriateness of whole life policies for estate planning
- Questions you need to ask to fully evaluate a whole life proposal or illustration