Permanent Life Insurance – Should it Stay or Should it Go?

Is permanent life insurance a valuable tool or a burden for your clients? While it often carries a negative connotation, it can actually meet specific goals when used appropriately. In certain circumstances, a new policy might provide funds for a special needs trust or help equalize an estate. By evaluating a client’s existing policy at their current life stage, you can discover ways to reduce premiums, provide long-term care benefits, and minimize surprises down the road.

Join Mark Maurer, MBA, CFP®, President & CEO of LLIS, Inc., as he discusses how to:

• Assess the appropriateness of permanent life insurance for different clients.
• Identify specific goals that can be achieved with new or existing policies.
• Explore strategies to reduce premiums and enhance policy benefits.
• Navigate the complexities of permanent life insurance to best support clients’ evolving needs.