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Help Clients Plan for Retirement with IUL

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Manage episode 471375865 series 3502265
Content provided by TBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We all know that you can’t time the market and when a client is entering the distribution phase of their retirement planning, this becomes an increased concern. In this episode, we take a deep dive into how utilizing an IUL allows your clients to strategically use the plan to fund their retirement. Adding a life insurance solution not only offers death benefit protection but also options and flexibility within their portfolio to navigate market fluctuations. By understanding the impact of market cycles and how asset location can impact retirement income, your clients can plan for the unexpected. Indexed universal life insurance (IUL) provides powerful tools to help safeguard your clients' portfolios with a tax-advantaged solution.

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98 episodes

Artwork
iconShare
 
Manage episode 471375865 series 3502265
Content provided by TBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We all know that you can’t time the market and when a client is entering the distribution phase of their retirement planning, this becomes an increased concern. In this episode, we take a deep dive into how utilizing an IUL allows your clients to strategically use the plan to fund their retirement. Adding a life insurance solution not only offers death benefit protection but also options and flexibility within their portfolio to navigate market fluctuations. By understanding the impact of market cycles and how asset location can impact retirement income, your clients can plan for the unexpected. Indexed universal life insurance (IUL) provides powerful tools to help safeguard your clients' portfolios with a tax-advantaged solution.

Case Study discussed in the episode

  continue reading

98 episodes

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