Focus Session: Protection

Wednesday, June 16
9 a.m. – 10 a.m.

Why Your Clients Need Value Replacement Strategies Now


Robert C. Kievit, CLU, LUTCF


We can’t replace the money our clients lost in the market, but we can often replace the income it would have provided in retirement. Learn the process to follow, the questions to ask, and how to use value replacement strategies and permanent life insurance to dramatically increase a client’s net, after-tax retirement income, at reduced levels of risk, while providing added protection for their loved ones. With so many swings in the market lately, you do not want to miss this session.

Appeal: US/Canada
Level: General