Term Plus: Protecting Today, Planning for Tomorrow

This presentation discussed the term plus product, offering life, disability, and critical illness coverage, with terms ranging from 10 to 40 years. Key features include a $20,000 critical illness rider, a disability rider covering various loans, and benefits like insurability and extreme disability. The product is competitively priced, with a 35-year-old couple's $2 million coverage costing $307 monthly. Rubin emphasized the product's flexibility and value-added benefits.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Term Plus: Protecting Today, Planning for Tomorrow
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Barry Rubin

Barry has over 18 years experience in the Financial Services industry including over 9 years with Beneva. After spending three and a half years as an inside sales representative, Barry transitioned into the business development role for Insurance & Investment products Barry’s role at Beneva is to partner with successful advisors to help grow their business.