Why Indexing Strategies are a Must in Retirement and Legacy Planning
Speakers: Joel Solomon, CLU, ChFC
Year: 2013
Body of Knowledge:
Accumulation Planning with Life Insurance,
Retirement Income Planning
Competence: Sales |
Level: Basic |
Session Rating: 4.33
Principal risk to the markets is a significant danger to retirement and legacy planning. Indexed universal life, if properly designed and managed, can provide a more assured retirement income, motivating the client to do more for the people and things he/she cares about by either loaning to or gifting to a family bank, which, in turn, will lever up even more via IUL.