Income Advantage IUL Allows for a Client to Accumulate Cash Value

Income Advantage IUL can provide your clients with valuable life insurance protection. It also offers the opportunity to accumulate cash value* for future needs, such as supplementing the client’s retirement income. Teaming an Income Advantage policy up with a term life insurance policy may be an ideal solution for clients who want to plan ahead for retirement, but also have a larger temporary life insurance need.

Learn more about how this works by looking at our Satisfy the Need for Accumulation and Protection flyer. It includes:

  • A case study showing how this concept works
  • A comparison of taking income immediately at retirement vs. waiting to take income payments

* The amount that may be available through loans and withdrawals, as defined in the contract.