Marketing Baltimore Life's Tax
Efficient Asset Transfer Products
Wednesday, September 25, 2019 at 11:00 AM (ET)
Baltimore Life’s Single Premium Whole Life and Generation Legacy products can help your client substantially increase the estate being passed on to their heirs in a tax efficient manner.
Single Premium Whole Life is a secure solution for seniors who want to reallocate a portion of their invested cash assets not needed for daily living such as CD’s and Money Market funds. Generation Legacy is designed for seniors who have non-qualified annuities and qualified funds that they want to pass onto their heirs in an easier and more tax-efficient manner. In addition to the immediate increase in your client’s estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
During the one-hour live webinar we will review:
- Opportunities in the Market
- The design and key features of Baltimore Life’s Single Premium Whole Life and Generation Legacy products
- Review of our point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications.
- Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!
Silver Guard - Simplified Issue Senior Life Products -
Enroll Using INSpeed with LIVE Underwriting
Thursday, September 26, 2019 at 11:00 AM (ET)
Silver Guard is our simplified issue, senior life product that can be enrolled over the phone with our call center using INSpeed with LIVE Underwriting. INSpeed is our paperless application process, that offers the agent and their client a LIVE underwriting feature providing point of sale decisions on nearly all of your Silver Guard applications. During this one hour webinar, we will review the Silver Guard product, the market, sales ideas, marketing support, and training on using our INSpeed paperless enrollment process. We will also prepare you to effectively enroll Silver Guard using our telesales process and when selling face to face with your client.