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@
Date and Time
Thu, Jun 02, 2022
6:00p - 7:00p EST