The Insured Retirement Strategy from ivari allows clients to use the accumulated value in their universal life policy to provide a tax-deferred cash flow of income during their retirement.
This Guide will help you:
For clients who are interested in learning more about this Strategy, you can send them the client-friendly version of the Insured Retirement Strategy. This guide details the benefits of the Strategy in plain language that clients can easily understand.
You’ll find the Insured Retirement Strategy illustration in LifeView under the Individual Sales Concepts menu. LifeView can help you illustrate to your client the value of an Insured Retirement Strategy using a universal life policy versus alternative investment strategies.
In April 2018, the Insured Retirement Strategy will be updated in LifeView to allow the Critical illness insurance rider from ivari to be illustrated.