1. Pacific Life Insurance CompanyIs Your Client’s Portfolio anUnfinished Work of Art?Color It with a Life Insurance Retirement Plan4/12MKT12-6For Life Insurance Producer…
Slide 1OLA 1103 T 1008 Preserving Assets for Your Loved Ones Slide 2 2 This material was not intended or written to be used, and cannot be used, to avoid penalties imposed…
Slide 11 of 16 Estate Planning Using Life Insurance July 2013 VLCM-OC-239A Presented by Slide 2 2 of 16 Circular 230 Disclosure This material is not intended to be used,…
1.Especially Prepared For:Thomas and BethBy: Mr David G. Walsh, CFP®2. Table of ContentsAssets and Liabilities 10Financial Statements 13Retirement 21Education Goals36Survivor…
Common Term Life Insurance Questions & Answers Can the life insurance company cancel the policy for any reason? Other than non payment of your premium, life insurance…
Slide 1 Wealth Transfer Planning Using Private Financing Prepared for Valued Client & Valued Client A Fair Market Loan Arrangement Between Family Members Slide 2 The…
Slide 1 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC Understanding IUL Presented by… Levi Robinson, CLU, ChFC, FLMI Director Product & Market Training…
Slide 1 President/CEO ALEX ABUYUAN Slide 2 The Interview Process This is the first step in a two step interview process You were identified either by resume or referral as…