Your Clients Need You Even More... …Volatility Control Indices are Here to Stay!

Your Clients Need You Even More...
…Volatility Control Indices are Here to Stay!
- by Jeff Driscoll, Vice-President, Product and Carrier Management, Partners Financial Let's start with good news.  Your clients and many life insurance carriers definitely need your expertise in selling and servicing Indexed Universal Life (IUL) products.   And now, with the growing trend of volatility control (VC) indexed accounts, your value is more than solidified.  The trade-off for your increased value is that more homework is required to understand and make the correct recommendations with these more complicated indices.  Before going any further, one could argue tha...
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A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier! Life Insurance Retirement Plan

A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier!    Life Insurance Retirement Plan
For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book.  Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our products unique.  And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the LIfe Insurance Retirement Pla...
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