Sell More than Just Traditional Life Insurance with WealthPRIME Double Play
Show your clients how investing in life insurance inside a retirement plan can pay out a $2 million, tax-free, lump-sum, death benefit.* WealthPRIME Double Play has cracked the code and simplified the complex process of funding life insurance with tax-deferred dollars for your clients.
Deliver A Wealth-Building Strategy in 3 Steps
Help your clients leave a legacy and get more income at retirement.
Identify Client Needs
Before you’re able to effectively qualify a client, you need to ask the right questions. Do they want to leave their family a lasting legacy of financial security? Are they worried about disability benefits? Do they want to maximize their income at retirement? Do they want tax-free death benefits or wealth preservation? Life insurance coupled with the tax saving benefits of a cash balance plan, gives your clients access to a powerful wealth-building solution not many know about.
Create A Financial Profile
WealthPRIME Double Play includes a simple and intuitive interface that requires only a few key pieces of information such as client net worth, income, age, and desired annual contributions. Based on your client’s profile and demographics, the report shows their estimated annual distributions at retirement, tax-free, lump sum death benefit*, Estimated Time to a Million™ (ETM), accrued assets over the course of 5, 10, and 15 years, and more.
Email the Solution to Lasting Wealth
In less than 60 seconds, WealthPRIME Double Play gives your clients a financial roadmap to success. Demonstrate how they can:
- Receive incremental increases in their retirement income of 20-40% or more.
- Use tax deferred money to fund their policy and how to transfer the policy out of the retirement plan in the most tax efficient manner.
- Build wealth faster than ever by eliminating taxes now and at retirement.
You’ll create better results for your clients while building your commissions by “unlocking” these hard-to-reach assets that currently total over $20 trillion dollars.
Benefits of Investing in Life Insurance Inside a Retirement Plan
How WealthPRIME Double Play is Different
Real Retirement Outcomes with No Hard Selling
Personalize this report with your contact details and immediately create a distinct advantage over other life agents in your market. Plus, build a new revenue stream with higher commissions!