February 2017 Life Insurance Update Show
Feb 15, 2017
In the month of February our Life Insurance Update Show is hosting a complimentary fact filled worksheet, an IUL that’s passing in flying colors, and an Income Protection Option that has consumers tickled pink! Below we break each of these opportunities down to highlight how it can help your practice.
Tax Facts Worksheet
As tax season is fast approaching, we’re supplying you with a complimentary Tax Facts Worksheet. This hot off the press handout is filled with must know information and sales concepts that any advisor can you use immediately. Interested in the max IRA contribution, highly compensated employee compensation amount, or the annual retirement benefit limit under defined benefit plans for 2017? You’ll find these numbers, in addition to those for 2016, with ease on the worksheet. Lastly you’ll find tax strategies that are readily available for use in your practice even if you’re not a tax professional!
IUL That Takes Home the Cake
American General has done it again providing an IUL with an assortment of features. If you have clients that would be interested in guaranteed levels of protection, strong cash value growth which can be used for tax free income, and guaranteed protection against loss of principal due to market downturns, then you’ll want to get your hands on this IUL.
Income Protection Option
Does anyone come to mind when you think of a death benefit that got absorbed in mere moments? Well Protective has provided a Income Protection Option that has performed beautifully. Rather than receiving a lump sum when the unthinkable happens, the death benefits gets positioned as an income stream. This provides a more manageable stream of money flowing to the customer and less upfront risk for the carrier, resulting in lower premiums. By offering this option to clients you not only prepare them for the future, but also help them manage their finances.
Brokers Alliance hopes that our February Update Show inspires you to sell more products and engage with existing clients more than ever. For up-to-date information on the industry’s best products, growth opportunities, and insurance and annuities marketing solutions, watch our life insurance and annuity update shows every month. If you don't currently receive these updates in your inbox every month, give your Brokers Alliance marketer a call. To consult a member of our team about the information in this update or any other questions you have about marketing and selling life insurance, call (800) 290-7226.