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- Sales Idea – Fill Retirement Gaps with IUL (8/26/2019)Fill Retirement Gaps with IULAre you aware of all the potential gaps in your clients’ retirement plans? Index universal life can help fill those in three different ways:
1- Your clients can tap into index universal life insurance funds during a down market cycle so they don’t have to sell at a loss.
2- Index universal life insurance funds can be used to bridge the gap between retirement and claiming social security.
3- Index universal life insurance funds can be used to optimize a client’s tax bracket throughout retirement.