Why is 8% the Only Number You Should Care About?

Jun 27, 2018

Alternative Investments are a great way for your practice to move out of the same-old same-old and on to more creative financial solutions for your clients! We have a host of opportunities to offer you. If you’re interested, reach out to your Brokers Alliance Annuity Specialist. However, there’s one particular option that is catching on fast and we’d like to share it with you today. This concept helps you insure your client’s assets while increasing your bottom line.

We’ll use an example to break this concept down. Your client has a $100,000 annuity earning 8%. Now, if you use the interest earned to fund an indexed universal life insurance policy, you and your client can have the best of both worlds. Here’s why: you have just created a death benefit greater than the single premium, while still preserving the principle. It’s Preservation of Principle while insuring your Assets.

If you’d like to discuss this concept further, or if you’re interested in our other alternative investment strategies, give Brokers Alliance a call at 480.296.0169.


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