March 6, 2023
Why Including Life Insurance in Qualified Plan Design Makes Both Dollars and Sense!
Help your business owners maximize the benefits of life insurance within their qualified plan while remaining compliant with IRS laws.
Many are surprised to find out that qualified plans, which already provide a plethora of benefits to business owners and employees, can be made even more advantageous through the inclusion of life insurance in the plan. The placement of life insurance inside of qualified plans may seem complex but National Life’s Advanced Markets Team is here to help demystify this concept for agents so that we may help clients take full advantage of this opportunity.
For more on this topic –
Join us for this week’s webinar where we will cover the rules surrounding the inclusion of life insurance in qualified plan as well as the benefits of this inclusion.
Life Insurance in Qualified Plans
Presented by James Baumann
Wednesday, March 15
1:00 p.m. ET, 12:00 p.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
Guide to Life Insurance in Qualified Plans
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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