Guide Explains IRA-To-IUL Conversions to Clients
"IRA-to-IUL Conversion Strategies: Considerations for Your Decision" is a consumer-facing guide that you can use to help prospects and clients understand retirement strategies with indexed universal life (IUL) insurance. IUL insurance has many powerful benefits, including:
- The power of indexing to deliver growth potential with protection from market losses
- Tax-free supplemental income through policy loans
- Access to funds with no market-value adjustment
- A legacy for beneficiaries above the account value
Get the free guide to see how the CirrusView™ process, offered exclusively through Senior Market Sales® (SMS), can help you gain more wallet share, engage a higher net-worth prospect and grow your target premium.