Insurance Strategies to Benefit New Professionals and Retirees

9:45 AM - 10:45 AM
Temecula 2-4

When professionals begin their careers and earn income, it is important to protect those assets, and protecting them doesn't stop once an individual has retired. This session will cover the best insurance strategies for new professionals that won’t burn a hole in their pockets. Additionally, learn  what strategies are available for retirees in today's higher interest rate environment.

Learning Objectives:

  1. Learn various aspects of planning for a disability with long term disability insurance
  2. Illustrate how young professionals and newly self-employed clients can secure income protection through special limits and underwriting programs
  3. Discuss the strategy of Pension Max (purchasing life insurance to replace a Joint/Survivor’s pension payout) and current interest rates impacting deferred and immediate annuities

This session is sponsored by LLIS.