The recent drop in the Applicable Federal Rates (AFR) and Section 7520 Rate make this the best time for your high net worth clients to finance the purchase of their life insurance.

Join us on Wednesday, June 3rd at 8:00 AM for a Zoom meeting with Carly Brooks, JD, CFP of John Hancock Advanced Markets, as she goes over 3 alternative private funding techniques you absolutely have to know that allows your clients to take advantage of these historically low lending rates.

Everyone in attendance will also receive a one-page cost comparison for each financing technique that you can begin using with your clients immediately.

As always, this meeting is interactive – meaning you can ask Carly questions throughout our time with her!