Earlier this month, you received an email about a sales opportunity using indexed universal life insurance (IUL). AE Life wants to show you the benefits of IUL for your business in generating additional income and for your clients in providing financial confidence and protection for what lies ahead. I’d love the opportunity to talk with you about leveraging IUL and its unique treatment by the IRS to help your clients potentially save on taxes in their retirement years while receiving the benefits of a life insurance policy.

Permanent life insurance is more than people might expect. Yes, IUL provides your clients with important income-tax-free death benefit protection, but it can offer so much more. IUL can help your clients protect their retirement income and legacies and can create tax-free supplemental retirement income via policy loans.

I can also show you how IUL can help …

• Diversify taxes and assets
• Provide financial help to families in their time of need
• Assist with medical bills during an illness
• Pay off debts like credit cards and student loans
• Pay down — or pay off — a mortgage
• Pay for college tuition
• Assist with charitable giving

Click HERE to access AE Life’s suite of IUL marketing materials — designed to help make conversations about IUL easy.

Call me today at 866.363.9595 to discuss how IUL can help grow and protect your clients’ retirement assets.

Life insurance policies are contracts between your client and an insurance company. Life insurance product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Indexed universal life products are not an investment in the “market” or in the applicable index and are subject to all policy fees and charges normally associated with most universal life insurance.

Liquidity is provided through policy loans and withdrawals which will reduce available cash values and death benefits and may cause the policy to lapse or affect guarantees against lapse. Additional premium payments may be required to keep the policy in force.