Episode #196: Two Ways to Maximize a Single Premium with Life Insurance


 

This post is intended for financial professional use only.

Multiple options exist for funding a single premium, with different choices offering different advantages. For some, a modified endowment contract can be more beneficial in creating a legacy plan. For others, a premium deposit account can be the better option for tax purposes.

In this episode of Money Script Monday, Jeff discusses two possible paths to fund a single premium depending on the needs of your client.

Resources Provided for This Episode


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About Jeff La Pierre

Jeff LaPierre is an Advanced Case Designer at Simplicity Group. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.