Show your clients how adding life insurance to their retirement plan can offer more growth potential, downside protection and access to potential cash value so they can live the retirement they planned.

Your clients know life constantly changes, so they rely on you to anticipate and protect their portfolios from things like taxes, market risk and health-related expenses that could stand in the way of their goals. Adding an accumulation IUL to your client’s retirement portfolio strategy can increase and protect retirement savings and income as IULs offer more than just financial protection and can be a valuable portfolio asset.

Download and share this case study with clients now to demonstrate how IULs are an easy way to safeguard their futures. They will learn:

• The cash value growth potential of life insurance, when linked to market index performance
• How to access cash value through loans that can protect other portfolio assets against market declines
• About options to protect them from unexpected long-term care expenses

Show your clients an easy way to ensure a better retirement. Act now to help strengthen their portfolios for the future!

LCN-2723961-091019

©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.