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Present the Case for IUL

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Preview this Indexed Universal Life (IUL) Client Presentation

Many hard-working people today are setting aside money for retirement, but the approach they use might be a mistake. What many people don't realize is that it may not be the amount of money they're saving for retirement, but where they're saving it that matters most.

This Client Presentation Highlights:

  • Your client's longevity concerns
  • How to make your retirement income last
  • How sequence of returns affects your retirement savings
  • How IUL can supplement retirement income

This compliance-reviewed client presentation helps the prospect see the value in purchasing an IUL policy. Complete the form to see a full preview of the IUL client presentation we provide to our contracted agents.

 

 

Preview the IUL Presentation

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For financial Professional Use Only. Not For Use With The Public.

This content is informational and educational purposes and are not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

Partners Advantage and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax advisor or attorney.

Financial professionals are ultimately responsible for the use of any materials and agree to comply with the compliance requirements of their broker/dealer and registered investment advisor, if applicable, as well as the insurance companies they represent.

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