Mar 24, 2023
When it comes to mirrored loans, what are some of the
opportunities? Zach Gosselin sat down with Prudential’s Chuck
Perrault to discuss what to do when your client’s policy has a loan
last year. We've seen an uptick in requests for loan rescue this
year, so we are rereleasing this episode.
The following questions get answered in this episode:
- How does a policy end up with an outstanding loan?
- What are the major implications a policyholder needs to
understand if they currently have a loan existing in a permanent
life insurance policy? What are the client’s options?
- When an advisor is conducting a policy review and uncovers a
policy with a loan, what are some of the most common situations you
see where the policy can be repositioned into a new product for
better long-term performance?
- What makes Prudential uniquely able to help your clients in