4 Reasons Why Your Clients Need IUL
What you don't know can hurt you
Clients may not realize that life insurance can be leveraged for tax diversification in a retirement plan, and they could suffer negative financial impacts for not knowing. Although many permanent policies can help diversify their retirement plan, innovation in IUL provides a variety of benefits with no tax penalties, typically. Here are four more reasons why your client needs an IUL: - Clients money is at work for them
- Tax treatment of their retirement assets
- Consider an example
- Potential clients
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