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Sales Concepts allow you to integrate a basic illustration with supplemental concept reports. Presented with the illustration , these reports highlight valuable benefits as it relates to a specific strategy.
As defined by the NAIC Life Insurance Illustration Model Regulation, is a presentation with guaranteed and non-guaranteed elements shown over a period of years.
Reward and retain key employees with life insurance that can provide lifetime benefit protection and the potential for supplement retirement income.
Protect a child's college education with the purchase of permanent life insurance to provide death benefit protection. This presentation will highlight the valuable benefits of life insurance and its' ability to build up tax-deferred cash value that can be used to help pay college expenses.
Reward and retain key employees by splitting the death benefit and cash value of a life insurance policy, which can potentially provide lifetime benefit protection and the potential for supplement retirement income. Typically, with a Split Dollar Plan, the employer will fund the policy premiums and will enter in either a Loan Based Split Dollar Plan or Economic Benefit Plan with an employee.
Protect your family with the purchase of permanent life insurance to provide death benefit protection. This presentation will highlight the valuable benefits of life insurance and its' ability to build up tax-deferred cash value that can generate a stream of supplement retirement income – potentially income tax free.