CLICK HERE TO REGISTER

The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of living benefits, and collateral loans. The presentation also reinforces advisor best practices, helping advisors confidently position life insurance as a flexible financial asset while supporting informed, compliant, and well documented client decisions.

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.**