CapTran_BoxThis Ground-Breaking tool will change the way you look at IRAs and CDs:

  • 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!

[php snippet=10]

© Simplicity Group All rights reserved.

For Financial Professional Use Only. Reference Number: 1254228-0720 | Privacy Policy | Terms of Use

X