Help clients create an estate.

Single Premium

Single Premium Whole Life Insurance is a powerful tool on our myAdvisor Cloud (MAC) for creating a transfer of assets to tax free death benefit for the beneficiary. For some clients, low-interest bearing accounts simply do not cut it for the assets they are planning on transferring to the next generation. With Single Premium WL, the client can create a pool of cash value for Living Benefit Needs while establishing the transfer of assets as a death benefit should the policyholder die.

  • Help clients create an estateWebReferenceBoard3_Single_Premium.png
  • Assist clients who wish to pass death benefits to their heirs
  • Understand how transference of death benefit to charity works
Brokers Alliance is one of the top Life Insurance Agencies and we can equip you with exclusive Single Premium Whole Life insurance training, life insurance marketing materials, and much more!