Two Lives, One Need.
Two Lives, One Need.
Find out how an uninsurable client can still save money while accomplishing their goal to transfer wealth to their children and grandchildren.
We have a great product that provides coverage for two people with cash value accumulation potential, downside protection from market fluctuation, and a flexible design that can be customized for wealth transfer and business planning needs. This is a solid solution for couples seeking to transfer wealth as part of their estate plan. And it especially well suits couples where one spouse is uninsurable.
Here’s an example: Mr. C has significant health problems and has been declined for life insurance in the past. Mrs. C is in good health and needs additional life insurance.
By blending mortality with this survivorship IUL, even with one client being uninsurable, they are able to save money while accomplishing their goals.
Fill out the form or call 800.852.7152 for more information!
