Make Wealth Transfer Easy

Presented by Gary Peterson

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 proceeds. 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.

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

Posted in Life Insurance, Sales & Marketing and tagged , .

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