- The spectrum of life insurance products (Term, UL, IUL, Whole Life, LTC-Hybrid...)
- How to choose and design products that deliver what the client wants
- How to audit an existing policy or proposed policy to determine if it’s a “maximum efficient contract”
- How to communicate to your IMO, insurance carrier, or in-house illustrator to design an appropriate contract
- How to integrate policy values into various COW presentations
Policy features and benefits - How to create the right mix of products