Most IULs Offer Potential – Secure Horizon Offers Guarantees

About the Event

What We’ll Cover:

• • Guaranteed Lifetime Income
    • The LifePay Income Benefit provides a reliable, guaranteed source of lifetime income — even to age 100 or beyond — with age-based payout factors locked in at policy issue. No market dependency. No expiration.
  • S&P 500 Trigger Strategies
    • Five ways to leverage the S&P 500, including the industry-first Dual Trigger. Earn credits when the market is flat or positive. Zero credit if it’s down. 100% downside protection, always.
  • SecureStage Supplemental Benefits
    • Included on every policy at no added premium. Addresses longevity (LifePay income for life), Social Security reduction (PlanGap 12-year payout), and legacy shortfall (Enhanced Death Benefit up to 120%).
  • PlanGap & Social Security Protection
    • 69% of Americans lack confidence Congress will fix the Social Security funding gap. The PlanGap Benefit can offset government-mandated reductions with a 12-year monthly payout — so your clients’ plan isn’t derailed by Washington.
  • Industry-Leading Participation Rates
    • Current participation rates up to 410% — among the strongest available in the IUL market today. Designed to help clients capture meaningful index-linked growth even in modest market environments.
  • Living Benefits & Accelerated Death Benefits
    • Access a portion of the death benefit while still living if diagnosed with a qualifying critical, chronic, or terminal illness — at no additional premium.

Event Host & Speaker:
👤 David Beas – Life Marketing Consultant, Cavalier Associates

👤 Nick Lines – Regional Vice President, North American

Tuesday, July 28, 2026 at 12:00 pm