These great new prospecting tools will simplify tax diversification strategy discussions with your clients.
Tax Diversification of Retirement Assets: It couldn't be any simpler. Watch this easy-to-understand video explanation of the importance of tax diversification.
Share the video or view and customize this Tax Diversification Fillable PDF and send to your clients and prospects to expand your IUL clientele. For even more details, view this new consumer-facing, informative and interactive sales tool: Life To The Max. It educates clients on the power an IUL can have in their portfolio. One tap and you're in, no login required.
Contact an expert in our office to learn more:
Email Jennie Creighton or John Reich in our Des Moines, IA office, or call 866-845-5292. Email Dustin Weaver in our Faribault, MN office, or call 877-621-2963.