Simplify the Tax-Advantaged Distribution Conversation

Download your copy of Transform the Traditional Illustration Experience

Download this guide to help you navigate the conversations during the life insurance sales process while showing clients its tax advantages.

Key data points covered:
  • Total premium paid into the policy

  • Potential distributions

  • Net death benefit

Learn how Simplicity's proprietary software can help address concerns around income, accumulation, tax-free distribution and more.