A New Look on Life/Insurance
Course # 639
Life insurance is a great way to protect your family if you die. But did you know it can also provide access to money you can use, if you need it, while you’re alive? The reality is — life insurance can be an asset for you.
Objectives (At the end of this course participants will be able to):
Understand how the cash value life insurance can help you…
- Protect your family in the event you die prematurely.
- Accumulate wealth by providing a way to save through its cash value, which can be used for college, emergencies or during retirement without tax implications, as long as the policy is properly structured and funded.
- Transfer wealth created over a lifetime.
- See that Life insurance is more than just a necessary expense; it should be a key component of any financial portfolio.
Participants (audience course is designed for):
This course is suitable for any UI employee.