Jason Jafferis, Regional VP at Prudential, discusses the potential issues that may be uncovered within a life insurance policy review on heavily loaned policies that are at risk of lapsing. Jason will also review a mirrored loan strategy and speak to how this solution can help alleviate your client’s potential burden when premiums cannot continue to be paid or the loan cannot be addressed within their existing coverage. Jason will also highlight a case study pointing out the concerns and the potential benefits of implementing this strategy.

Mirrored Loans case study