Overcoming Objections and Framing Whole Life with Kenyon Lang
Wednesday, July 31st at 2:00 PM EST
Kenyon Lang, Managing Partner of Cambium Group will enlighten us on his expert strategies for addressing objections to Whole Life Insurance and seamlessly integrating it into the tailored plans of the clients he serves. Kenyon is a regular President's Council Member and has been serving his clients for over 25 years.
Bringing Whole Life to Life: Showing Income with Tom Wall
Wednesday, August 14th at 2:00 PM EST
The tax advantages of whole life insurance make it an ideal multi-purpose financial asset that can be used for a variety of purposes throughout one's life. And when asking clients to pay tens or hundreds of thousands of dollars in premiums over the course of their lives, you better believe they're going to want to know how to get it out. Tom will take a deep dive on PUAs, surrenders, common loan provisions, and a few core conversations for clients of all ages
Using Whole Life in Advanced Estate Planning with Vince D'Addona
Wednesday, August 28th at 2:00 PM EST
Founding member of Valent Wealth and renowned expert Vince D'Adonna shares his insights on using Whole Life insurance in Advanced Estate Planning. With an impressive 35 consecutive years as a Life and Qualifying member of the Million Dollar Round Table (MDRT), Vince has also been a featured speaker at the MDRT National Meeting and has achieved Top of the Table status for the past 15 years. Additionally, he consistently qualified for the Guardian President's Council for 31 years.
