Retirement Planning

IUL tax strategies to help with retirement income

Here’s your IUL retirement planning playbook

The primary purpose of life insurance is to provide a death benefit to a chosen beneficiary. But the opportunity to grow cash value on a tax-deferred basis can potentially complement the income your clients receive from traditional retirement assets. You can use the strategies and resources in this playbook to support your clients’ retirement planning needs.

Brochure

Tax-Ready Retirement: Consumer Guide

This easy-to-understand brochure walks your clients through the tax considerations associated with the most common retirement income strategies.

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Brochure

Tax-Ready Retirement: Bucket Worksheet

These four “buckets” will help you organize your clients’ assets with them, in order to identify potential opportunities for more efficient planning.

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Fact Finders

Help your clients build a solid financial plan — based on solid facts. Our fact finders enable you to gather complete information about a client, to help them analyze their current situation and identify planning opportunities.

Quickly find the facts you need about your client

Discover your client’s personal life insurance needs