• Help Clients Plan for Retirement with IUL

  • Mar 14 2025
  • Durée: 17 min
  • Podcast

Help Clients Plan for Retirement with IUL

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  • Résumé

  • We all know that you can’t time the market and when a client is entering the distribution phase of their retirement planning, this becomes an increased concern. In this episode, we take a deep dive into how utilizing an IUL allows your clients to strategically use the plan to fund their retirement. Adding a life insurance solution not only offers death benefit protection but also options and flexibility within their portfolio to navigate market fluctuations. By understanding the impact of market cycles and how asset location can impact retirement income, your clients can plan for the unexpected. Indexed universal life insurance (IUL) provides powerful tools to help safeguard your clients' portfolios with a tax-advantaged solution.

    Case Study discussed in the episode
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