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Live-Case-Study-Life-Insurance-Retirement-Plan

Watch the Recording Now.

During this month's webinar we reviewed an advanced planning/financial strategy for business owners and high-net-worth individuals. Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP). In this case we utilized an Indexed Universal Life Insurance (IUL) product with best-in-class indexing options.

Topics of discussion include:

  1. Who is a Fit?
  2. Why Indexed Universal Life Insurance (IUL)?
  3. Index Options
  4. Life Insurance Retirement Plan Case Study

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