CE Credits: 1
Level of Complexity: Intermediate
Life insurance is the last, largest, and most-neglected asset on clients' balance sheets.
Prevailing industry practices are now considered "misleading", "fundamentally in appropriate", and unreliable by financial, insurance, and banking industry authorities.
Veralytic may be the only realistic way to determine the reliability of new business proposals and inforce illustration of cash value life insurance products. Widespread use of this tool by fiduciaries could revolutionize the industry. The presentation will teach advisers how to analyze cash value life insurance using the same Prudent Investor principles widely used to analyze every other asset on clients’ balance sheets.