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.

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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!



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