Life Insurance

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
Life Insurance

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