Learn more about a plan that provides significant growth potential and cash flow throughout your clients' lives.
Your clients want financial options that allow them to shift strategies as their priorities do, and enable them to enjoy life's major milestones. One option is a flexible IUL that lives alongside your clients, giving them the opportunity to choose and change growth options with access to cash value whenever they want.
Download this case study now to show your clients how you can help them reach their goals with this type of IUL policy. It includes:
- A detailed table outlining return potential and other specifics of the 4 account options
- Questions to ask clients to help determine which account option is the best fit
- An illustration showing how a policy could evolve throughout a client's life to meet their changing needs
Use this tool with clients now so you can reveal an easy way to diversify, build retirement savings, and ensure security for their businesses and loved ones.
LCN-2679989-081319
©2019 Lincoln National Corporation. All rights reserved.
Lincoln WealthAccumulate® IUL (2019) – 02/11/19 is issued on policy form ICC18UL6083/UL6083 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Products, riders and features are subject to state availability. Limitations and exclusions may apply. Not available in New York. Check state availability.
For agent or broker use only. Not for use with the public.
Offered Free by: Lincoln Financial Group
