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Give Clients More Than IUL Potential

September 17 @ 12:00 pm - 1:30 pm
Give Clients More Than IUL Potential

About the Event

Explore Secure Horizon’s Guaranteed Lifetime Income and Planning Features

Turn Product Features Into Stronger Client Strategies

Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide.

Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature, index-crediting options and supplemental benefits can support retirement income, Social Security and legacy-planning conversations.

The session will move beyond a product overview to explore client fit, positioning opportunities and practical ways to incorporate Secure Horizon into case design.

What You’ll Learn

check mark in blue circleCreate a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.

check mark in blue circleExplore five S&P 500® crediting strategies. Learn how the available options work, including a trigger strategy designed to credit interest when the index is flat or positive.

check mark in blue circleStrengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.

check mark in blue circleThe Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.

check mark in blue circleAddress income, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical, chronic or terminal illnesses.

Is This Session for You?

Attend if you work with clients who are:

  • Concerned about creating dependable retirement income
  • Looking for life insurance with index-linked growth potential
  • Preparing for uncertainty surrounding Social Security
  • Balancing income, living-benefit and legacy-planning needs
  • Interested in adding greater predictability to an IUL strategy

Featured Speakers

David Beas, Life Marketing Consultant, Cavalier Associates

Nick Lines, Regional Vice President, North American

Questions about the event?

Reach out to Chris Hogan:

805-409-4498 | Chris.Hogan@CavalierAssociates.com

Details

Organizer

  • Chris Hogan
  • Phone 805-409-4498
  • Email Chris.Hogan@CavalierAssociates.com

Venue

  • Saint & Second, Manhattan Beach
  • 3160 N Sepulveda Blvd, Suite S100
    Manhattan Beach, CA 90266 United States     + Google Map