Broker Check
02 June
Expecting the Unexpected- New Living Benefits

Description

The Malone Financial Services Team will cover topics related to New Living Benefits such as:

  *   What are living benefits?

  *   As the insured, how can I utilize my death benefit while I am still alive?

  *   Which life insurance policies have the Living Benefits rider?

  *   Are there any tax advantages to utilizing living benefits?


  *   Even if I qualify to use living benefits, could I still leave a portion of my death benefit to my beneficiary/beneficiaries?



After the webinar, you can schedule a 1-on-1 meeting with the Malone Financial Services team to review your assets and accounts to recommend the best diversification strategies. For more information, please contact Matthew Castaneda at MCastaneda@MaloneFinancialServices.com

 

Date and Time

Thu, Jun 02, 2022

6:00p - 7:00p EST

Location

Zoom

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