What do insurance carriers see the most successful advisors doing? What do they wish the field knew about cash value lending?
Watch this previously-recorded webinar with Michael Ferik, CEO of Prosperity Life Group, for a rare look inside the home office perspective on cash value life insurance, and how top advisors are using it differently to drive better client outcomes and stronger practices.
In this session, we’ll explore how leading advisors are incorporating cash value liquidity into holistic financial planning, why third-party lending solutions are becoming a critical tool, and what misconceptions may be holding advisors back. Michael will also share personal insights from his own experience and what he’s seeing across distribution today.
Our conversation covers:
- What top advisors are doing with cash value that others aren’t
- The role of third-party liquidity from a general account perspective
- Common misconceptions, and what has recently changed
- How to position cash value liquidity clearly and confidently to clients
- Why liquidity planning can increase client engagement and future coverage
- How modern solutions make implementation faster and simpler than ever
- How third-party cash value liquidity can help persistency