An Opportunity to Grow Your Prospect List
Most advisors box themselves in by thinking, “I market annuities” or “I recommend IULs.” Or maybe “Because I work with older prospects I have to focus on annuities.” Or “I work with younger prospects so life insurance is my product of choice.”
“The Synergy Effect” proves these stereotypes wrong. Annuities can be a great option for a younger client with an IRA or other qualified plan. IULs can be perfect for the older client that needs upside potential with safety and tax advantages.
By leveraging the interaction of annuities and IULs, advisors can capitalize on their current strengths — while cultivating a much broader field of prospects.
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