Regarding your client’s planning intentions and goals; all 50 states have legislation in effect that effectively says, “If they aren’t written down, then they didn’t happen!”
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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.
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Call your CPS Life Underwriting team today to discuss your client’s impaired health history. Together, we can pre-qualify your client for the best possible offer.
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You work hard for your money – now it’s time to put it to work for you.
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