Life insurance is the most underutilized and forgotten product with the potential to make an economic impact on nonprofits and charities. Especially in force policies that are no longer needed to fulfill financial goals. And with a higher unified credit, some survivorship policies could be gifted. Even term insurance with conversion features that may still be available in the policy.
Steve and Ken outline the strategies and tactics that can position your practice as the premiere answer man or woman when it comes to using languishing life insurance policies.
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Syndicated financial columnist Steve Savant hosts the weekly video talk show for consumers entitled, Right on the Money and anchors the weekend news update On the Money News.
Steve is also the host of the daily producer show, Thought Leaders. Steve is of the top online author and videographer of... More