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.

Wealth Watch Partners 2020—All rights reserved.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Continue to Wealth Watch Advisors here.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Continue to 8 reasons fixed-income annuities belong in your IRA.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Continue to What Rising Interest Rates Mean for Annuities

Login here to continue to this page.

In order to view this page, you have to sign up with Wealth Watch Partners to gain access to the back office. Within 1–3 business days, you will receive an email with your login credentials. If you have any questions or concerns please email our website support at mmattila@wealthwatchpartners.com

Register Here