Large face amount policies are sold for many reasons. In order to understand the best products for this
market, you need to understand the reasons large face amount policies are sold, who the clients are and
who sells them.
This session will address the following areas in advanced sales:
• Business Insurance—Executive bonus, key person, deferred compensation, buy-sell agreements
and split dollar
• Personal Insurance—Estate planning, retirement planning and financial planning
• Tax Issues—Section 419 Plans, Section 412(i) Plans, Section 79 Plans and other tax issues
The goal of the session will be to describe the advanced sales market and distribution, so you can discuss
these concepts with sales, distribution, marketing and legal counsel.