We offer your clients a fast and easy way to leverage idle assets or required minimum distributions, to provide for a tax-efficient death benefit which can nearly double their premium deposit. Best of all, this product has a 100% return of principal guarantee should the client fully surrender their policy.
In addition to a tax-free death benefit and ROP provision, this product also allows for cash value accumulation, tax-favored distributions and an accelerated DB should the client become terminally or chronically ill.
Clients who can answer the following questions favorably can be approved for coverage in less than 10 minutes.
Do you have a client between the ages of 50-85, with at least $10K in available assets? If so, contact your Life Sales Rep today to find out how much DB your client can qualify for, and more.