Are you looking for a smart way to help your clients fund new policies—without touching their wallets? How about using Penalty-Free Withdrawals to tap into eligible accounts like annuities or permanent life policies to unlock liquidity—and reposition those funds into:
- Indexed Universal Life (IUL)
- Whole Life with Cash Value
- Deferred Annuities
- Long-Term Care Policies
No early withdrawal penalties. No new money required. Just strategic repositioning.
Why It Works:
- Gives clients more control over their assets
- Opens the door for multi-policy solutions
- You write more business — with less resistance
- Builds trust through value-based planning
We can show you how to:
- Spot eligible accounts with penalty-free provisions
- Present the strategy in a compliant, client-first way
Your clients already have the funds. Let’s help them use it wisely.
