Asset Elevation: Taking Legacy Outcomes to New Heights

Apr 23, 2021

Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their wealth as possible to their beneficiaries?

Chances are, the answer to all three of these questions is YES. And in that case, we have the perfect strategy for you.

Asset Elevation Header.png

Asset Elevation puts a modern spin on a classic strategy. Your clients can pass more of their wealth on to their beneficiaries just by moving their money to where it will make a bigger difference! The process is simple:

  1. Purchase a new protection-focused indexed universal life policy.

  2. Establish annual distributions from an unneeded deferred annuity to the new IUL policy.

  3. The policy’s death benefit passes to the beneficiaries at death, federal estate and income TAX FREE!

This strategy ensures that your clients are passing their wealth on to their beneficiaries in the most tax-efficient way possible. For an in-depth strategy guide and illuminating case study, click here to download the Asset Elevation guide today!

Now the only question remaining is which products you should be selling with it, and guess what? We’ve got an answer. Give us a call at 480-816-9000 to learn more about the protection IUL that will take your clients’ legacy outcomes to new heights!



Category: Life Insurance

Category List


Tag List

Life Insurance Update Show (9)
Tax Benefits (2)
Breast Cancer Awareness Month (5)
Long Term Care (5)
Retirement ACE (1)
selling (1)
Brokers Alliance (8)
Gender Gap (1)
CSO (1)
networking (1)
business solutions (4)
business owner solutions (1)
Annuity (3)
living benefits (8)
Life Insurance (96)
Asset-Based LTC (1)
non-med (3)
Media (2)
Quoting Tools (1)
quoting (1)
Investments (2)
Life Insurance Awareness Month (6)
savings (1)
underwriting (1)
Brokers Alliance Open (1)
life insurance quotes (1)
advanced planning (2)
Market Exposure (1)
Financial Planning (20)
life happens (1)
final expense (1)
premium deposit account (1)
virtual sales (3)
Baby Boomers (1)
Additional Earning (1)
Variable Annuities (1)
Brand Values (1)
business planning (6)
review (2)
rates (1)
Charitable Giving (3)
Training Event (1)
Retirement Investment (3)
Death Benefit (2)
resources (2)
Production (1)
Mobile App (1)
Retirement Strategy (4)
presentations (3)
Generation Y (1)
indexed universal life (2)
products (5)
Millennials (6)
earning opportunities (1)
Gift (1)
Immediate Fixed Annuities (1)
leads (6)
Clients (2)
PIA (2)
Retirement Planning (24)
Life Quotes (4)
gul (4)
Breast Cancer Research (1)
Prospecting (6)
Annuities (36)
Charity (2)
sales kit (2)
Insurance (21)
estate planning (2)
injury (1)
FIA (1)
BlackRock (1)
Hybrid Products (1)
hiring (6)
Brokers (2)
analysis (1)
Social Optimization (3)
guaranteed universal life (1)
Social Media (8)
Fixed Indexed Annuities (2)
trends (1)
Indexed Annuity (3)
Featured MAC App (2)
social security (2)
Roth (1)
Annuity Update Show (11)
case studies (3)
Universal Life Insurance (4)
Sales (25)
Life Insurance Check Up (7)
IUL (15)
Financial Legacy (6)
MAC App Feature (1)
Income Planning Academy (1)
Alternatives (5)
life concepts (1)
Beneficiary (2)
advanced markets (1)
RMD (1)
Product Updates (1)
Advice (1)
march madness (1)
guarantee (1)
Required Minimum Distribution (1)
life 101 (2)
industry trends (1)
IRA (1)
digital tools (1)
Health Care (2)
Protection (2)
LifeBrain (1)
MAC (4)
business (1)
Best Rates (1)
Marketing (14)
Index Universal Life (1)
MYGA (10)
Interest Rates (1)
Economy (1)
DOL (2)
Executive Bonus Arrangement (1)
life insurance awareness (1)
E-App (1)
Illustrations (1)
Compliance (1)
Content Building (2)
Market (1)
Facebook (2)
Looking Forward, Giving Back (1)
end of year (1)
Life Insurance Evaluation (8)
Benefits (1)
Legacy (1)
agent resources (1)
Tips (4)
Pitch (1)
Life Insurance Brokers (6)
term (6)
Leaderboard (1)
myAdvisorCloud (4)
permanent life insurance (4)
Financial (4)
Premium Finance (5)
sales presentations (2)
Deferred Fixed Annuities (2)
Quotes (1)
PPC (2)
tools (2)
online resources (1)
illness (1)
Inflation (1)
Healthy Living (1)
PBR (1)
business owners (4)
Life Insurance Trends (21)
Webinar (4)
Donation (1)
Retirement (13)
Video On-Demand (2)
Life Insurance Broker (15)
key person (1)
term life (10)
Alternative Investments (2)
Sales Concepts (18)
Cash Value (1)
Annuity Concepts (13)
Legacy Planning (1)
Star Wars (1)
funeral (1)
2019 (1)
Fixed Annuities (9)
private pension funding (1)
Waste Management Open (1)
Income (1)
training (9)
consumer marketing (8)
buy sell agreement (1)
Long-Term Care Awareness Month (1)

Tag Cloud

case studiesImmediate Fixed AnnuitiesFinancial LegacyAlternativesbusiness ownerstrainingBest Ratessocial securityLifeBrainLegacyClientslife insurance awarenessProductionIRALegacy PlanningWaste Management Openlife 101Retirement InvestmentIncomereviewonline resourcesAsset-Based LTChiringindustry trendsBrokers AllianceMobile AppRetirementend of yearLife Insurance Update Showagent resourcesfinal expenseanalysisBreast Cancer Awareness MonthTraining Eventconsumer marketingRetirement ACEComplianceFIAGender GapDeath Benefitvirtual salesAdditional EarningVideo On-DemandRothBenefitsratesBaby BoomersFacebookInflationCash ValueLife Insurancetermindexed universal lifeProtectionIncome Planning AcademyContent BuildingtoolsTipsAnnuity Concepts2019InvestmentsBrokersMAC App FeatureInsurancepremium deposit accountBeneficiaryillnessFinancial PlanningExecutive Bonus ArrangementMarketquotingtrendsTax BenefitsgulIllustrationsLife Insurance BrokersLife Insurance BrokerBrand Valuesbusiness solutionsmarch madnessVariable Annuitiesbuy sell agreementMediaStar WarsRMDpermanent life insuranceDOLLong Term CareAnnuitynetworkingFixed Indexed AnnuitiesGiftPremium FinanceMarket ExposureRequired Minimum DistributionProspectingLeaderboardMYGALife Insurance Trendsguaranteeestate planningPitchkey personDonationAdviceIndexed AnnuityAlternative InvestmentsUniversal Life Insuranceearning opportunitiesEconomyleadsPPCCharityHealthy LivingMillennialsGeneration YLong-Term Care Awareness Monthresourcesnon-medFeatured MAC AppAnnuitiesunderwritingfunerallife conceptsLife Insurance Awareness Monthbusinessbusiness planningSalesBreast Cancer ResearchPIAadvanced marketsIndex Universal LifeE-AppInterest Ratessellingterm lifeBrokers Alliance OpenRetirement PlanningFixed AnnuitiesLife Insurance Check UpIULmyAdvisorCloudRetirement StrategyPBRSales ConceptsQuotespresentationsFinancialadvanced planningLife Insurance EvaluationSocial Optimizationprivate pension fundingAnnuity Update ShowHealth CareBlackRockproductsLife Quotessales kitSocial Mediadigital toolsQuoting Toolsbusiness owner solutionssales presentationsProduct UpdatesMarketingsavingsguaranteed universal lifeLooking Forward, Giving BackHybrid Productsinjurylife happensWebinarCharitable GivingCSODeferred Fixed Annuitieslife insurance quotesliving benefitsMAC


Archive