Five Simple and Actionable
Life Insurance Concepts

 1 Hr KS/MO CE

 
Join Craig Dailey of Lincoln Financial Group to learn about easy-to-implement strategies for life insurance, including:

• Survivor Roth: unneeded RMDs
• Life policies with high cost basis and low cash value
• Planning for the first death with survivorship life insurance
• Charitable gift replenishmnet
• Graded premium vs. level

Craig Dailey
Vice President, Sales, Brokerage Channel
Lincoln Financial Group