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Case Studies: The Potential of Premium Financing with IUL
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"Case Studies: The Potential of Premium Financing with IUL"

There is nothing like a real-life example to validate a new strategy for your wealthiest clients.

When proposing new strategies or ideas, like premium financing, to current clients or prospects, they often want proof of success. This financial approach can provide flexibility and other opportunities for your wealthiest clients, while increasing your IUL sales. However, helping clients understand how premium financing works can be difficult to do and real-world examples are critical when trying to show the potential value.

Download these 3 case studies that demonstrate how you and your clients can use premium financing with IUL to ensure they leave the legacy they want for their families and businesses. The case studies include examples of how to:

  • Minimize estate taxes for heirs after death
  • Create a retirement income plan that doesn’t require a change in lifestyle
  • Protect other partners in a business should one partner die

Act now to be able to showcase advanced strategies that can guard clients’ assets and ensure you protect their interests moving forward.

UFC has several unique approaches to financing you will not find anywhere else, and we DON’T go on the premium finance application with you!

Offered Free by: Universal Financial Consultants
See All Resources from: Universal Financial Consultants


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