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May 16, 2018 @ 2:00 pm - 2:30 pm
During a policy review, you come across an existing policy that your client purchased many years ago. It has accumulated significant cash value. However, you see that loans have been taken from the policy to pay for the premiums and/or to fund cash withdrawals. Those loans, combined with higher mortality costs, and high loan interest charges have subjected the policy to a potential unintended lapse. If this scenario fits your clients current life insurance policy, your client has three courses of action to choose from:
1. Do nothing
2. Repay the loan out of pocket
3. Complete a 1035 Exchange to a New Policy and Mirror the Loan
Join MRW Financial for a FREE 30 minute presentation to get acquainted with 1035 Exchanges and Mirrored loans and the new opportunities that await you.
Wednesday, May 16