Life Insurance as a Variable Annuity Alternative

  • 01/25/2018 11:00 AM - 11:30 AM

Presented by Tim Ash

CEO, Ash Brokerage

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Don’t transfer your clients’ wealth to the government – or worse, another advisor.

When you’re looking at investment options for your clients, you might be intrigued by variable annuity features like tax-deferred growth, tax-qualified transfers, and the ability to rebalance and reallocate funds.

However, if those investments become a legacy instrument (which they often do), they tend to fall short. The next generation winds up losing a chunk of their inheritance to taxes, which means you’ll likely wind up losing them as potential clients.

Enter the Legacy VA. With comparable or lower fees, this exclusive life insurance solution can be structured to provide similar returns to variable annuities, while also providing tax advantages.

If you currently sell variable annuities, or if you’ve avoided VAs because you think the expenses outweigh the benefits, then this is the webinar for you. We’ll explore:

  • Why clients typically purchase VAs and what can happen to those funds
  • The situations where a life insurance product may be more ideal than an annuity
  • How you can maintain your assets under management and make an excellent first impression with your next generation of clients

Don’t miss out on your chance to see how this solution works and how it can help your business.

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Life Insurance as a Variable Annuity Alternative

With comparable or lower fees, this exclusive life insurance solution can be structured to provide similar returns to variable annuities, while also providing tax advantages.