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In a presentation that overlaps certain information in the previous presentation on Life Insurance Values, Todd covers:

  • how to explain IRR vs. ROR in a cash value policy;
  • using a Future Value calculator to “prove” the overall rate of return;
  • using Life Insurance Values to demonstrate InForce on Life Values and keep clients on track with their policies;
  • why it’s such a disservice to replace existing whole life policies.

How to Input Inforce Ledge into Life Insurance Values Worksheet

Life Insurance Values Archives