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Transitioning Qualified Assets into Life Insurance
June 1, 2021 @ 2:00 pm - 2:30 pm
Columbus Life has developed an in-house program to help clients reposition IRA assets into Life Insurance. This presentation will review how the program is structured, why a client may wish to pursue this strategy and provides a case study. The presentation concludes with a discussion of the competitive advantages of Columbus Life’s Indexed Explorer Plus IUL.