Asset Transfer Webinar Series: Product & Tax Implications Learn how Baltimore Life's asset transfer solutions can help clients reposition existing assets for retirement and legacy planning, with particular emphasis on product features and important tax considerations.
Carrier: The Baltimore Life Companies
Category: Life Insurance / Asset Transfer / Retirement & Legacy Planning
Format: Online Webinar
Language: English
Time Zone: Central Time (CT)
This producer webinar is designed for agents who want to strengthen their understanding of asset-transfer strategies using life insurance.
The presentation will examine how Single Premium Whole Life and Generation Legacy products may be used when working with clients who are evaluating ways to reposition existing assets as part of retirement, estate, or legacy-planning strategies.
Topics scheduled to be addressed include:
The webinar is educational and product-focused, giving producers a better understanding of where these solutions may fit when discussing asset repositioning and legacy objectives with appropriate clients.
Registration required. Baltimore Life will email the webinar login details to registered attendees prior to the session.
