Universal Life

 

People that purchase Income Advantage Index Universal Life policies are:

  • Individuals looking to accumulate cash to supplement a retirement fund, create an education fund or prepare for financial emergencies¬†
  • Younger working professionals protecting their families and seeking to save for future expenses
  • Pre-retirees replacing their income for spouse or partner
  • Business owners


People that purchase Life Protection Advantage Index Universal Life policies are:

  • Individuals with a long-term death benefit need such as income replacement, wealth transfer or estate planning
  • Clients who:Want to lock-in a death benefit that is guaranteed for a meaningful number of year
  • Individuals that desire a policy with flexibility for the future
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