3 Mark Financial Blog

Life Policy Loan Rescue! with Lauren Hicks, Prudential Regional Vice President

Many old policies with loans have the potential to create a taxable event resulting in consequences many clients are not aware of.  We will walk through two case studies that illustrate the importance of reviewing policies with loans and your options to address these potential problems.

View the recording of the Prudential Webinar  presented March 15, 2017

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