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Advocis Coffee Talks 86: Participating Life Insurance is a Unique Asset Class

Advocis Coffee Talks 86: Participating Life Insurance is a Unique Asset Class

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

In our September episode of Coffee Talks, Matt Austin, B. Math, CFP, CLU, Advanced Case Consultant, Ontario and Atlantic at Equitable Life, shared why participating whole life insurance deserves a place in your clients’ portfolios. Matt discussed how reallocating safe assets to permanent insurance can improve diversification, enhance stability, unlock liquidity, provide tax advantages, and create long-term value through the Capital Dividend Account.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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