Do you know the difference of an 101G and 7702B rider on life insurance products and what it means in regards to the LTC benefits to your client might receive? Whether you sell a term policy with a rider or an annuity you should be aware of the differences.
In 15 minutes, Stacy is going to dive into these “special riders” and explore how these riders can be very different. She will highlight how the LTC riders are filed for tax purposes, and how the policy’s death benefit and cash values are affected. Most importantly, how the client can qualify for the “living benefit” or ltc- like benefit in their policy.
Join the call and you could join us at the Red Sox this summer.
All the attendees will receive an entry for the drawing in June.