Producers selling IUL products and highlighting the ability to generate an income stream from the policy should have a thorough understanding of the loan provisions and be able to help their clients to better understand which feature is most appropriate. 

If your client’s primary source of funds for retirement income is a 401(k) plan, they could be facing a harsh reality when it comes time to retire.

Today’s insurance products are very different from past product offerings. We need to educate and share details of how today’s products can help solve the real life problems modern families face.

We can generate a detailed report unique to each client on the potential income gap between their dream income, and what they are actually going to receive in retirement.