
IUL: Serving your clients and your business
May 21, 2020
Our goal at AE Life is to show you how you can leverage the asset of life insurance to help your clients enjoy amazing retirements by improving their overall financial position while driving more revenue to your practice. As you’ve probably seen over the past few months, we’ve spent a great deal of time talking about indexed universal life insurance (IUL), and here’s why.
Indexed universal life insurance is more than most people might expect. It provides an income tax-free death benefit, but it can also offer much more. With indexed universal life insurance, you can create a tax-efficient, diversified retirement strategy for your clients with the potential to accumulate cash value that can be accessed for supplemental retirement income, a new home, college tuition or other goals with additional potential benefits of long-term care, chronic illness and legacy solutions.
AE Life’s IUL marketing tools and resources are designed to help you have the IUL conversation with your clients.
Click the image below to view our consumer-facing IUL video and connect with your Life team to learn how you can customize it for your website, email marketing and more.
Find the full IUL marketing suite HERE, and reach out to your AE Life team to learn more and indexed universal life at 866.363.9595.
Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements and gifting limitations of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Results from the use of these concepts are no guarantee of your future success. Not intended for use by the general public. For financial professional use only.