The two most primary concerns in retirement planning today for most individuals are stock market volatility and taxation—and IUL can help you assist your clients in overcoming both. Stock market downturns in recent years have sparked real concern about the negative impact future volatility could have on retirement assets.
Additionally, all indicators point towards future tax increases, meaning the fully taxed IRA and 401(k)s may not get the job done when it comes to helping secure a retirement income that will last as long as retirees live. For this reason, the opportunity to set up a “TAX FREE” income source to supplement income in retirement is looking more and more attractive to individuals attempting to save for retirement.
WHAT’S INCLUDED IN THE PROGRAM?
Utilizing IUL Solutions, will give you access to a suite of marketing materials that can help you expand into new markets and turn your marketing message into stories that will break through the clutter. Select your target market! Our new IUL Complete resource allows you to target your marketing to 3 separate age demographics.
THERE ARE 3 DIFFERENT PRESENTATION CHOICES:
- Young Professionals (Ages 45 and under) – High income younger market seeking to save for retirement and protection for heirs.
- Pre-Retirees (ages 44-61) – Seeking tax diversification/ growth and protection. Have time to accumulate and “cook” retirement dollars.
- Baby Boomers (ages 54-71) – Shorter time horizon to reaching retirement lump sum amounts (Opens opportunity for annuity and managed money).
Three all-inclusive complete turn-key programs. Each includes:
- Scripted seminar presentations (specifically targeted for each age demographic)
- Proven effective seminar invitations (Minimum 5,000 pieces)
- IUL Illustration Software/Selling Tool – takes a complex IUL illustration and transforms it into a meaningful, easy-to-understand proposal.
- Seminar handouts
- Reservation service (up to 100 people)
Boost your sales with this all-inclusive program that includes everything you need to successfully market and sell to any of the age demographics listed above!