Begin by educating your clients on IUL

 

IUL Carriers:

American General 

AVIVA

American National

ING

John Hancock

Lincoln Benefit

Lincoln Financial

North American

Nationwide

Transamerica

 

 


Greetings!

 

Finding premium dollars is easier when you sell from the Balance Sheet instead of the Income Statement!
  
Using RMD's to fund life insurance is a tax efficient and very effective tool for legacy planning.

Client Piece detailing...

RMDs to IULs

customized with your contact info!

AXA created a piece that you can share with your clients that talks about how they can obtain greater protection by combining death benefit protection and long-term coverage all in one.  It will get them talking!
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RMDs to IUL
Click to see the piece
   
Let us create a personalized piece for you to use with your clients! 

Click Here to request yours today!
Try this idea with a couple of your IRA clients.  You might be surprised as how receptive they may be!

Request a quote by clicking the graphic on the top left!
  
Sincerely,

 


John Felton
Tennessee Brokerage Agency
 
Tennessee Brokerage Agency
865.588.9555
800.624.4502