Go Beyond Selling Just Life Insurance with WealthPRIME DoublePLAY
With WealthPRIME DoublePLAY, you can offer your clients traditional life insurance and provide a combined retirement solution that pays out up to a $2 million, tax-free, lump-sum, death benefit.
WealthPRIME DoublePLAY is a software that simplifies the complex process of offering your clients life insurance inside their retirement plan. Plus, you’ll immediately create a distinct advantage over other life agents in your market.
In less than 60 seconds, you can give your clients a tangible and accurate wealth-building roadmap using life insurance as the cornerstone.
WealthPRIME DoublePLAY powers industry-leading technology that demonstrates the financial gain of fusing life insurance with retirement planning and generates a personalized financial profile based on your client’s income, health profile, and various other factors.
Investing in life insurance inside of a retirement plan is an underutilized wealth-building strategy that can help your clients save tens of thousands of dollars in out-of-pocket expense each year. WealthPRIME has simplified the complex process and distilled the strategy down to two steps.
- Use retirement plan contributions to pay annual premiums.
- Buy out the policy in 4 to 10 years.
WealthPRIME DoublePLAY generates a professional report customized for each client’s unique scenario and displays maximum distribution amounts at retirement, estimated retirement savings after 5, 10, and 15 years, and shows how life insurance can be held inside a 401(k) plan, 401(k) with profit sharing plan, and cash balance plan.
Help clients make well-informed financial decisions on your recommendation.
WealthPRIME DoublePLAY outlines the many benefits of investing in life insurance inside retirement plans, including the ability for your clients to pay insurance premiums with pre-tax dollars and use those contributions as a tax write off, receive a disability benefit, and much more.