LIAM

September is Life Insurance Awareness Month

When it comes to estate planning, the main goal is to maximize the assets that you
would like to pass on to your heirs. But unfortunately, estate assets pass through a
funnel of expenses — leaving your loved ones with much less than expected.

Hourglass Worksheet

Should your clients consider Protector IUL for a 1035 exchange?

In this case study, a client’s review with his insurance professional led to a 1035 exchange (PDF) from his whole life policy into a Symetra Protector Indexed Universal Life policy.

See the Case Study

Life Insurance as a Financial Tool

Life Insurance as a Financial Tool (LIFT) shows clients how permanent life insurance can help protect their family, provide supplemental retirement income and efficiently pass on their estate.

Securian’s signature LIFT strategy uses life insurance cash value to supplement retirement distributions, which can result in a lower effective tax rate in retirement.

View LIFT Solutions

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Relationships Matter. We Value Our Carrier Partnerships.

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Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave., Suite 1 Summit, NJ 07901 (303) 797-9080.

National Brokerage Associates, Inc. is not affiliated with The Leaders Group, Inc.

Broker Check

For broker use only. Not for public distribution.