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Insurance Guide 2021

In this year’s Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so much more

June 13, 2021

Help your client understand par policy dividends

Being clear about the dividend scale is part of the conversation

  • June 14, 2021 June 14, 2021
  • 00:17

Seg funds 101

Learn the pros, cons and intricacies of these often misunderstood products

  • June 14, 2021 June 14, 2021
  • 00:16

Cascading wealth

Boomers are using permanent life insurance to leave a multigenerational legacy

  • June 14, 2021 June 14, 2021
  • 00:15

How insurance-tracking shares can help with estate planning

Consider this strategy for business-owner clients who have whole life insurance

  • June 14, 2021 June 14, 2021
  • 00:14

Due diligence is essential when buying an insurance book

Carefully examine a book’s attributes and product mix before purchasing

  • June 14, 2021 June 14, 2021
  • 00:13