- Do you know that there is over $3.5 trillion dollars in qualified plans such as 401K plans1?
- Help your clients understand the future tax consequences on their regular 401K plan.
- Present a professionally designed printout that will help demonstrate how a properly structured IUL can help offset the taxes due with their regular 401K plan withdrawals
- Develop a deeper relationship with your client by showing them alternatives
1 According to the Investment Company Institute as of September 30, 2012: http://www.ici.org/policy/retirement/plan/401k/faqs_401k