October 22, 2020 @ 11:00 am – 11:30 am




Sagicor’s WealthCare Single Premium IUL Case Studies

Following our Lessons from the Field: Framing the Legacy Conversation, Chris and I will be hosting a deep-dive review of the WealthCare Single Premium IUL that can be a great solution for clients looking to create their legacy plan, yet wanting to maintain control of their assets and provide for themselves should a chronic illness arise.

We will be discussing:

-Needs and wants that Retirees try to balance
-Various Client Profiles of WealthCare cases
-WealthCare as a solution

We look forward to having you on the call. Jessica & Chris