Webinar: What goes up must come down – OR DOES IT?
Not Your Everyday LIRP Sales Idea (28 min. – recorded Apr 22, 2021)
This simple but compelling concept shows how you can use a 4-inch cocktail napkin to deliver an impactful story that persuades high-income-earners to use life insurance to supplement their other retirement savings resources. You’ll walk away with a unique 10-minute presentation that empowers you to turn doctors, dentists, attorneys, CPAs, and other successful prospects into clients. And you’ll have a simple formula that “finds the money” to pay the premiums.
Learn how Indexed Universal Life policies (or IUL’s) can give you lifelong protection, cash value, and death benefit for beneficiaries.
This 2 minute video from Protective does an excellent job of breaking down both the purpose and advantage of an IUL.
More videos from AIG to learn about IUL’s:
PDF resources for IUL’s
Balance your portfolio’s risk and return potential with a low-correlation asset.
It’s generally important to include a mix of various assets and financial vehicles to help address your needs.
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Flexibility and control in future tax environments.
Fixed indexed universal life (FIUL) insurance can benefit your financial strategy regardless of the tax environment.
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Tax advantages for today’s economy.
A breakdown of 3 ways to help you manage taxes with fixed index universal life insurance.
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Using life insurance for potential income when your investments perform poorly.
Smooth Sailing in retirement, despite market downturn.
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More PDF resources (from Annexus)
Avoiding eight layers of taxation
Taxes can have vast implications on your client’s retirement. It’s not just federal, state and capital gains taxes that can negatively impact retirement planning.
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Indexed Universal Life: An Asset in Retirement Planning
Consumers have been led to believe that qualified plans and direct investments in the stock market are the only acceptable strategies to grow wealth and plan for retirement.
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Tax Benefits of Indexed Universal Life Insurance
Indexed Universal Life Insurance (IUL) is a versatile estate-planning solution that offers tax deferred cash accumulation, tax-free retirement income and a tax-free death benefit.
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Taxation Now and Future
In addition to offering a tax-free death benefit, a properly designed IUL policy offers other benefits that include tax-deferred growth in the accumulation phase and tax-free income in retirement.
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The value of tax-free retirement income
Recent changes to the U.S. tax code and future tax reforms may have vast implications on your clients’ retirements.
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Reach out to us to have a member of our team walk you through the best way to utilize IUL’s in your business