Indexed UL Built for the Securities Based Advisor
As we all seek to deliver more consumer value, a small subset of life insurance products in the market start to stand out. Why? Simply put, they clients offer demonstrably superior performance and a pleasingly different, low friction underwriting experience. Combine this with a unique compensation structure that rewards advisors who take the “long view” of managing insurance assets and you have an offering that can make a meaningful, positive impact on client relationships and advisor income through more properly aligned objectives.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.