Help clients make the most of their ivari universal life policy.
A prosperity Universal Life insurance policy provides both a tax-free death benefit and a savings component. The savings part can be directed into a wide variety of investment options to support the buildup of your client’s investment value over time and that matches their level of risk tolearance. Investment growth within a universal life plan is tax-deferred offering an efficient way of growing your client’s investment, while providing them valuable insurance coverage.
The new online “My Investment Profile” tool can help determine a suitable investment risk profile for your client based on their needs, current financial situation and personal goals.