The Rapid Builder IUL is perfect safe-money idea for clients who have money on the sidelines which they will pass on to their children. This client has not yet taken your recommendation that life insurance is the most tax efficient way to transfer that money to their heirs. This can product can easily seal the deal!
Rapid Builder IUL – Smart Money
We all have the client who has money on the side they’re going to leave to their kids, yet hasn’t taken your recommendation that life insurance is a MUCH more efficient way to transfer that money to their heirs.
What are their primary objections?
“What if I end up wanting to use that money?”
“What if that Moby Dick, white whale, investment of a lifetime comes along (yeah, right…) and my money can’t be moved?”
“What if I live 40 years and my money could have grown to more than the death benefit?”
“What if I need that money for Long Term Care?”
Well, this concept overcomes every single one.
Click through to the Smart Money Microsite to find out how you can:
1. Leverage legacy assets into a much more tax-advantaged vehicle to pass on to the next generation.
2. Provide a FULL Waiver of Surrender Charges upon policy surrender. Yes, full liquidity!
3. Grow the asset well beyond the initial death benefit.
4. Accelerate the death benefit up to 24% per year, on an indemnity basis (NOT reimbursement), for Long Term Care.
Producers Financial Network, LLC is a full service insurance marketing organization providing Life, Annuity, LTC and Asset Based Long Term Care products based in Colorado Springs.
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