Life Insurance strategies for better client conversations

Help build your client base and elevate your business with these client-facing strategies, campaigns and resources. We have “playbooks” for you to use as you help your clients with any financial goals they may have.

Retirement Planning

Expand your clients’ retirement income options

The opportunity to grow cash value in an indexed universal life (IUL) insurance policy on a tax-deferred basis can potentially complement the income your clients receive from traditional retirement assets.

Estate Planning

Help clients leave the most to those they love

Life insurance can play a positive role in estate planning, affecting such topics as taxes, estate equalization and charitable giving.

Business Planning

Help solve common problems facing business owners

Life insurance can play an important role in business continuation, executive bonus, key person strategies, non-qualified executive benefits—and more!

Premium Finance

Give your high-net-worth clients more financial flexibility

Help minimize disruption to clients’ cash flow. Start productive conversations around premium finance. 

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