A strategy you can explore with your clients

Show them how FIUL can provide death benefit protection and help fund college.

If the rising costs of college tuition, books, and room and board have your clients worried,
introduce them to the strategy of supplementing college funding with fixed index universal life (FIUL) insurance.

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Retirement and planning tools

When it comes to developing an overall retirement strategy, knowledge really is power. The
resources available on our public website can help clarify your clients’ needs and goals – and give them insight into the latest research.

Advanced Markets life insurance tools

Take a look at the many Advanced Markets resources we offer to help discuss your clients’ legacy, and more. Available for download or in hard copy, these tools can help you get important conversations started, and can help in highlighting how FIUL insurance can play a significant role
in an overall financial strategy.

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Tax preparation is seasonless.

Tax preparation: consider not only what was done – but what potentially should have been done. Learn about the layers of federal taxation that may affect your clients.

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