Presented by Gary Peterson
An alternative to CD’s being used for wealth transfer:
Would you like a simple way to transfer assets for your clients? If they die with unused funds, their heirs will be forced to pay ordinary income tax on the gains. You can easily help them avoid this unnecessary tax by repositioning their funds in a wealth transfer life insurance policy.
National Western’s Lifetime Returns Select makes wealth transfer easy:
|12 minute interview|
|12 Knockout Questions|
|Accept/Decline at point of sale|
Please Click on the links below to review the product and give me a call to discuss.