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Ep 18: The Value of Life Insurance

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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.

Learn more about our guest: https://www.teamhoover.figmarketing.com/team-members-1/andrew

Key Moments: 

[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

 

Quotable Moment:

“To be able to position an asset that right off the bat is going to provide a tremendous benefit when it’s needed the most is a pretty powerful feature for that asset.” – Andrew

 

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