What does the future hold for taxes? No one knows – which is why it’s worth considering a diversified strategy. Adding a fixed index universal life (FIUL) insurance policy to your client’s financial portfolio can help them address their needs in retirement tax-efficiently, regardless of the market environment. View our new sales idea, Flexibility and control in retirement years, to see how FIUL can play an important role in your client’s overall financial portfolio, including providing death benefit protection.
To live comfortably in retirement your clients need to plan for daily expenses, as well as protection from the unexpected. Life insurance can help with both. Download our NEW sales concepts on positioning life insurance as an asset in an overall portfolio, such as Help fill in the gaps in your retirement strategy and our Understanding FIUL brochure.