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Untitled Document
Max Funded Life Insurance - At a Glance
Concept Max Funded Life Insurance uses the cash value built up in life insurance to potentially provide a source of tax-free income during retirement.
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Reasons to
Present


- 65% of workers currently believe they will have to fund their retirement primarily from their own savings efforts, rather than from Social Security or company-sponsored pension plans.1
- Can provide a way for clients to accumulate funds to use for retirement, emergencies, or any other times when a reserve of cash is needed.
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Target Market
- A potential prospect is a client who has contributed the maximum amount to his/her traditional retirement account and wants a way to accumulate additional retirement dollars.
- A potential prospect is a client whose income makes them ineligible to contribute to traditional retirement accounts.
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Potential Client
Benefits
- Can offer a valuable way to accumulate additional retirement assets.
- Can provide tax-deferred accumulation and tax-preferred distribution for retirement.
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Marketing
Materials


- You have a choice on when to pay income taxes Flyer (Allianz)
- LIF PRO (Life Insurance Funded Personal Retirement Option) Recorded Training (Aviva)
- Understanding Modified Endowment Contracts (MEC) Recorded Training (Aviva)
- What if the following Roth IRA plan was available?
- Lif Pro Client Reference Guide (Aviva)
- Lif Pro Agent Reference Guide (Aviva)
- Tax-Free Retirement Consumer Preapproach Letter (Life Insurance of the Southwest)
- Revolutionary Life Insurance Illustration (Life Insurance Company of the Southwest)
- Helping achieve lifetime income needs (Life Insurance Company of the Southwest)
- The Key to Life Series – Life Insurance in Retirement Planning (John Hancock)
- The Key to Life Series – ProtectionMax (John Hancock)
- LSW Life Saver Client PowerPoint
- Client Presentation
- Producer Brochure

 
 
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