Funding Permanent Insurance with an Immediate Annuity
Published: July 22, 2021
Tracking Code: 30064
Business Lines: Life Insurance, Retirement Solutions
Category: Identifying Opportunities

Here's a funding solution for clients who seek the protection of permanent life insurance, with the added benefits of an indexed universal life. Using a SPIA to fund the IUL, they can potentially increase death benefits while maximizing cash value for withdrawal opportunities.

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