Advanced LifeU
Learn basics of different retirement products and how annuities work to complement your client’s retirement plans.
General Overview of Retirement Accounts
What is an Annuity?
Different Kinds of Annuities
How People Access Their Money
The Nitty & The Gritty
Annuity Myths Debunked
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What is Tax-Free Savings?/Why do Wealthy People Buy Life Insurance?
The Nitty & The Gritty
A Traditional Example of a 401(k)
IUL Script
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