When meeting with clients, I often use a mind map that highlights 38 advantages of a well-structured, max-funded IUL. This mind map covers several key categories:
– Liquidity: Multiple options for accessing funds when needed.
– Safety: Strong protection features to safeguard your money.
– Rate of Return: Predictable returns that can outshine many traditional investments.
– Death Benefit: Income-tax-free financial security for beneficiaries.
– Tax Benefits: Benefits that can knock the socks off anything else available.
It’s about what IUL can do, not just what it is.
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