Asset Backed Insurance Lending (ABIL)

Training sponsored by &

Do your wealthy clients build their estates or businesses’ by using their own assets? Of course not, they use money they borrow from banks. They simply take an asset to the bank and borrow against that asset to purchase another asset. Once the asset makes money they repay the bank and keep the profit.

This is not a new concept: it has been around since capitalism first started, and NIW has been successfully implementing this concept for estate and business planning with our clients for more than a decade.

Training will cover topics such as:

Presentation / Workshop
• Learn how to present ABIL to clients, CPAs, and attorneys
• Understand the design forms and due diligence you will be presenting to your clients
• Interact in mock client presentations

Client Applications—clients can earn more money using insurance to invest in other assets, such as:
• Traditional Estate Planning—clients below age 70 with net worth above $10 million
• Ultra Wealthy Estate Planning—client above age 70 unhealthy/uninsurable net worth above $40 mill

Business Applications—cash is king so why drain liquidity from the business to fund:
• Post Retirement Health Care
• Buy/Sell Agreements
• Key Man Coverage
• ESOP
• FASB 106/GASB 45

Products—product selection is critical to design success
• Why use an Indexed Product
• Allianz Product vs. Competitor Product
• Who is Allianz

NOTE: To attend, qualified agent must have a signed selling agreement with NIW prior to attending the training. Without this you will not be admitted.

RSVP Judy Lane:
The NIW Companies, Judy Lane
jlane@niwcorp.com
(972) 755-1582

You may also RSVP to your local agent who invited you.