702(j) Life Insurance Client Guide

Maximize Clients' Retirement Income and Close More Business

Many financial professionals are overlooking a pivotal strategy for maximizing clients’ retirement income. While they may be aware of this tax-planning strategy, there’s a disconnect in communicating the immense potential to clients. Close the gap with this exclusive guide that provides producers with powerful strategies to educate clients.​​

This guide provides:

  • A comprehensive breakdown of the 702(j) plan and its numerous advantages

  • Critical information on the tax code

  • Effective methods to introduce 702(j) to clients