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Take Your Sales to the Max: Masterclass 1 – Retirement Planning with Life Insurance

Unlock the full potential of life insurance in retirement planning with our expert-led masterclass designed to elevate your sales strategies and client outcomes.

What you’ll learn in this session:

• How to leverage Participating Whole Life (PAR) policies focusing in early cash values and later death benefits
• Crafting effective Personal Insured Retirement strategies that maximize tax efficiency
• Advanced insights into Estate Transfer and Estate Planning to preserve and grow client wealth
• Capitalizing on the Juvenile Market for long-term client relationships

Plus, key updates to boost your competitive edge:

• Introduction to the NEW JLTD product
• Benefit from a higher Dividend Scale Interest Rate (DSIR) now at 6.25%
• Take advantage of increased APO maximums for greater flexibility
• Access Complimentary Member Benefits that add value for your clients
• Earn compensation 10-20% higher than competitors
• Unlock an extra 15% bonus with All Star qualification

1 CE credit (You must stay on for the full presentation to receive your credit)

**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**