Updated over 5 years ago on . Most recent reply
#5 Personal Finance Contributor
- Financial Advisor
- Boynton Beach, FL
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The Biggest Mistake People Make When They Set Up a Policy for REI
#5 Personal Finance Contributor
- Financial Advisor
- Boynton Beach, FL
1 Reply
- 04/16/20 01:00PM - 01:30PM America/New_York
- https://bit.ly/34tUM6p
- Free
Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. Poster certifies that there will be no pitching of products or services at this event.
Description:
In this session we're going to be talking about the number one mistake that I see when I'm reviewing policy illustrations. This policy design mistake can cost thousands of dollars. Seriously.
I will show you an actual policy illustration that was sent to me for review. And the biggest problem is that this is a very common mistake. I see it all the time and it is what inspired me to do a webinar on it.
If you're thinking about setting up a policy, you won't want to miss this week's webinar!
Upcoming Webinars:
4/23/2020 – 3X the Income from the Same Amount of Savings: Life Insurance as a Retirement Plan
4/30/2020 – Understanding Indexed Universal Life: Caps, Floors, Crediting Rates, and Myths
5/7/2020 – Is Buy Term and Invest the Difference Really Better? Let’s Analyze the Numbers.
5/14/2020 – Why you Shouldn’t Use a Policy Loan. What to do Instead
5/21/2020 – What is a reasonable return to expect? (Dividend Rate)
5/28/2020 – Common Tricks Agents Use on Illustrations
