| You don't need the luck of the Irish for this sales idea to help your clients build a pot of gold!
Have clients who want to be able to fund a Roth IRA but can't due to income limits?
Click here for a great alternative!
Fund a whole life insurance policy with the same $5k intended for a Roth ---or more--there aren't limits here!
HOW does this approach benefit your clients and their 'green'?
-the cash value in the policy grows without the volitility of the market, ---the cash values do not 'have a bad year'
-the values in the policy grow tax deferred, and values can be withdrawn up to basis without taxable income
-this plan does double-duty -- and also provides a portion of their life insurance need
-this policy allows for loans against cash values
-at retirement, an income stream can be created that does not create taxable income
Ask us for an illustration for your clients using $5k/year as a Roth alternative - and we'll reward you with GREEN!
For any qualifying whole life policy that you submit as a Roth alternative between now and April 30th, we'll give you $100!
TIP: Use a whole life policy that is paid up in a relatively short time period, ie 20 years or age 65
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