Skip to content
Financial Brokerage Inc.
  • Contracting
  • Quotes
  • New Business
    • Case Status
    • iGO-e-app
    • Drop Ticket
    • Medicare Supplement New Business Submission
    • Forms
    • Secure File Sharing Service
    • Underwriting
      • Accelerated Underwriting Guide
      • Nailba Field Underwriting Guide
      • Underwriting Requirements
      • XRAE
  • Incentives
    • 2024 Incentive Trip
      • 7-Day Fall Cruise from Québec City to Boston
    • Carrier Trips
    • Account Summary
    • Shared Success
    • Cash In on Your Success
    • Standings – See Where You Rank
    • Agent Referral Bonus
  • Social Media
  • Services
    • Advanced Life Case-Design Specialist
    • Blog
    • Branding
    • Email Marketing & Newsletters
    • Website Hosting
  • Training
    •  Basic Training for Life Insurance Sales
  • Login
IRA to IUL Conversion
Converting retirement funds from tax-deferred to tax-free status isn’t new. Over the past decade, more and more Americans – helped by financial advisors- have realized that deferring taxes may not be in their best financial interest. In the past, Traditional IRAs were converted to tax-free Roth IRAs. Today, funds from IRAs are being placed in Index Universal Life policies.

So who might benefit from this strategy? Is it a good fit for all of your clients? At Financial Brokerage, we have a pdf available that explains all. It takes you and your clients through six steps you want to consider in order to determine if this approach is the right one for your client, and how to best execute the strategy.
 
Sales Idea – Six Ways to Get Cash from a UL
Sales Idea 74 – How Do I Value My Client’s Business?

Recent Posts

  • MYTHBUSTED! Four reasons for life insurance in retirement
  • Life Insurance Allocation Tool – A Quiz For Your Clients
  • Life Insurance Quoting – Beyond The Price, What Else Is Included?
  • Life Insurance Quoting – Getting Started With A Basic Price Comparison
  • Permanent Life Insurance Decoded How to tell one product from another

Archives

Categories

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Financial Brokerage logo
  • 402-697-9998
  • 800-397-9999
  • 17110 Marcy Street, Suite 100
  • Omaha, NE 68118
  • About Us
  • Privacy Policy
  • Blog
  • Change Password
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • All rights reserved ©2022 Financial Brokerage, Inc.
  • For agent use only. Not for public distribution.
Theme by Colorlib Powered by WordPress