An alternative to CD’s being used for wealth transfer

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:

No Medicals
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.

LTR Select Highlight Sheet
Lifetime Returns Select Consumer Brochure
ESP Knockout Questions

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