Master Dividend Recognition

Does it Matter?

Dividend recognition continues to be a hotly debated subject within the life insurance industry. Is non-direct recognition superior for cash accumulation? Will direct recognition ensure you get the highest dividend possible? We walk through a live case study to stress test the claims and help you understand what's fact and what's fiction.
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Dividend Recognition Webinar

In this webinar, we'll cover:

  • What dividend recognition is and how it evolved into direct recognition and non-direct recognition

  • The benefits associated with non-direct recognition.

  • The benefits associated with direct recognition.

  • How whole life policy loans evolved to address certain problems associated with dividend recognition.

  • A live case study comparing the top direct recognition and top non-direct recognition company and how heavy loan usage affects the direct recognition company.

Bonus material

Included in the webinar is a live Q&A we opened up to participants were we covered several topics such as:

  • Direct Recognition Enhancements?

    Some companies claim that direct recognition enhances cash values when taking a policy loan. We addressed the validity of this claim and even provided an example that analyzed the claim.

  • Detailed Loan Functionality

    We explained how loans work in practice and gave some pointers on how to approach loans on whole life policies. This included a specific question about any waiting periods one must complete before using a policy loan.

  • Best Practices to Adjust Illustrated Values

    We were asked about how we go about reviewing and adjusting insurance company projected values in their illustration reports. We detailed when we think it's necessary and when it's not necessary. We also covered how to attempt to reconcile the values in a whole life policy.

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