Why Choose a Premium Deposit Account?

Nov 01, 2018

Have you explored Premium Deposit Accounts (PDA)? An account like this works well for clients with a lump sum of money who want to invest it for supplemental retirement income and a tax-free death benefit. If an annuity isn’t the right solution for them, their next option could be a Premium Deposit Account.

The PDA equally distributes their money into the IUL, which provides a host of benefits.A PDA can provide clients worry-free premium payments, growth, and can help avoid MEC status. Don’t hesitate to contact your Brokers Alliance Agent Relationship Manager for more details, because we currently work with a carrier that offers a PDA plan that is paying as much as 3.25%.

So, why choose a PDA for your clients?

  1. Worry-free premium payments

  2. Growth

  3. Can help avoid MEC status

For more information on Premium Deposit Accounts, please give us a call at 480.296.0169 and ask to speak with an Agent Relationship Manager.

balance-business-calculator-163032.jpg


Category: Alternatives

Category List


Tag List

Webinar (1)
underwriting (1)
Life Insurance Evaluation (8)
term (5)
end of year (1)
Long-Term Care Awareness Month (1)
Variable Annuities (1)
products (5)
industry trends (1)
Prospecting (3)
PPC (2)
Growth Opportunity (1)
Brand Values (1)
IRA (1)
MYGA (9)
Benefits (1)
Sales (18)
Cash Value (1)
Breast Cancer Awareness Month (4)
Waste Management Open (1)
business solutions (1)
PIA (2)
business planning (3)
Life Insurance Check Up (6)
Retirement (10)
business (1)
Marketing (12)
selling (1)
Life Insurance (83)
Content Building (2)
Financial Planning (19)
social security (1)
Life Insurance Awareness Month (6)
Interest Rates (1)
Universal Life Insurance (2)
Brokers (2)
non-med (2)
Star Wars (1)
Donation (1)
Generation Y (1)
Income Planning Academy (1)
Legacy Planning (1)
Life Insurance Update Show (9)
Deferred Fixed Annuities (1)
Video On-Demand (1)
Sales Concepts (10)
Indexed Annuity (3)
trends (1)
Healthy Living (1)
Premium Finance (4)
leads (5)
hiring (6)
Additional Earning (1)
Legacy (1)
business owners (1)
Charitable Giving (3)
Social Media (7)
Tax Benefits (2)
Retirement Strategy (4)
Brokers Alliance Open (1)
Facebook (2)
Looking Forward, Giving Back (1)
training (1)
Life Insurance Broker (15)
Media (2)
Breast Cancer Research (1)
Financial Legacy (6)
living benefits (6)
Gift (1)
resources (1)
Training Event (1)
Millennials (6)
premium deposit account (1)
Retirement Planning (23)
Clients (2)
Leaderboard (1)
illness (1)
march madness (1)
Market Exposure (1)
Roth (1)
IUL (12)
Life Quotes (2)
Financial (4)
RMD (1)
consumer marketing (1)
Protection (1)
Baby Boomers (1)
Executive Bonus Arrangement (1)
Annuity Update Show (11)
final expense (1)
advanced planning (2)
DOL (2)
Advice (1)
rates (1)
injury (1)
Charity (2)
Annuities (29)
Investments (2)
case studies (2)
Income (1)
Immediate Fixed Annuities (1)
FIA (1)
gul (2)
Production (1)
review (1)
Gender Gap (1)
Brokers Alliance (8)
Health Care (1)
Insurance (21)
advanced markets (1)
Alternative Investments (2)
Long Term Care (3)
2019 (1)
Life Insurance Brokers (6)
Required Minimum Distribution (1)
private pension funding (1)
Annuity Concepts (12)
Retirement Investment (4)
Alternatives (4)
key person (1)
Fixed Annuities (8)
funeral (1)
Pitch (1)
Social Optimization (3)
earning opportunities (1)
term life (7)
estate planning (1)
Life Insurance Trends (19)
life 101 (1)
Best Rates (1)
Tips (2)
Death Benefit (1)

Tag Cloud

GiftIndexed AnnuityFinancial PlanningExecutive Bonus ArrangementTipsBest RatesRetirement StrategyAlternative InvestmentsSalesPIACharitable GivingLong Term CareMarketingDeath BenefitratesresourcesInsuranceLife Insurance Check UpLife Insurance Update Showpremium deposit accountWaste Management Openlife 101Production2019Premium Financeterm lifeLife QuotesSales ConceptstrainingfuneralRMDBrokers Alliance OpenHealth Carenon-medLooking Forward, Giving Backbusiness planningMediaImmediate Fixed AnnuitiesBenefitsCash ValueLife Insurance Brokeradvanced marketsFinancialLife Insurance EvaluationgulGrowth OpportunityStar WarssellingFIADeferred Fixed AnnuitiesleadsContent BuildingCharityillnessadvanced planningIULBrokersliving benefitsDonationMillennialsRetirement PlanningProtectionLegacyIncome Planning AcademyMarket Exposureinjuryend of yearPPCAdviceBreast Cancer ResearchDOLClientsbusiness solutionsLeaderboardTraining EventInvestmentsRetirementSocial MediaAnnuitieshiringunderwritingearning opportunitiesAnnuity ConceptsUniversal Life InsuranceRetirement InvestmentproductsRequired Minimum Distributioncase studiesindustry trendsBreast Cancer Awareness MonthAnnuity Update ShowreviewLife Insurance Awareness MonthIRALife Insurance Brokerssocial securityWebinarVideo On-DemandLife InsuranceProspectingLife Insurance TrendsLong-Term Care Awareness MonthLegacy PlanningFixed AnnuitiesFinancial LegacyGender Gapbusinessbusiness ownerstrendsRothBrokers AllianceHealthy LivingBrand Valuesmarch madnessPitchVariable AnnuitiesIncomeFacebookTax BenefitsAdditional EarningMYGAestate planningInterest RatesSocial Optimizationconsumer marketingAlternativesBaby Boomerstermprivate pension fundingfinal expensekey personGeneration Y


Archive