Your clients may be financially ready for retirement, but accumulating enough money to fund retirement is one piece of the puzzle. Understanding how taxes will impact their retirement is another piece.
The cash value potential of an indexed universal life insurance policy can provide a tax-advantaged way to complement the income clients receive from traditional retirement assets.
Their goal is to be financially ready for retirement—you can help make sure they are Tax-Ready for retirement as well.
Get your clients Tax-Ready for Retirement.
Watch the videos. Learn the concept. Educate your client.
Common sources of retirement income
Taxes that may impact retirement income
An additional option to consider