- Use IRA and CD and Annuity assets to fund life insurance.
- Determine the best method to convert the asset into life insurance
- Client friendly color output that provides a sales roadmap that will walk them through the benefits of life insurance
In just a few simple steps, show your client how much MORE their heirs will inherit if they transfer their current assets to life insurance!
Unveil the power of this customized 4-page client presentation. Download a free sample of the output today!
Download The Sample Output!