Common Life Insurance Mistakes

Date: Thursday, October 29, 2020

Time: 12 pm ET | 9 am PT

Cost: Complimentary

Produced and Sponsored by: Guardian

Navigating through the advanced markets space can have great rewards for you and your clients, but it can be a complex affair. This webcast will review 17 of the most commonly made life insurance mistakes.

Even if you’re a seasoned life insurance veteran, several pitfalls can trip you up. Join this complimentary webcast to learn how to avoid these potential mistakes.

This includes:

• Failing to plan for the “Goodman” Triangle
• Forgetting the Transfer-for-Value rule
• Naming your client’s estate as the beneficiary
• Not reviewing or following the basic rules of Section 1035 exchanges

Speaker:

James Magner, JD, CLU®, ChFC® | Advanced Markets Consultant | Business Resource Center at The Guardian Life Insurance Company of America

Request Free!