LLIS October 2010 Webinar: Disability & Life Insurance for Middle Income Clients
October 29th, 2010
Presented by: Mark Maurer, CFP®, MBA, President View the full video at: www.vimeo.com Who is the “Middle Class” … and are they your clients? Layering/Supplementing employer-provided benefits with portable individual coverage Layering term life insurance policies to meet specified needs (and reduce costs) Turning old whole life plans into a lifetime of coverage for your clients’ heirs And doing all of this inside a budget!
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