Avoiding a $20 million mistake — summer sales ideas 2014 Blog added by Steve Savant on July 17, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

We reviewed the case of Elizabeth Rand, MD, age 40 and analyzed the purchase of $3.6 million of indexed universal life (IUL). We compared the IUL to $3.6 million of 30-year level term insurance coupled with a side fund. We also illustrated $120,000 in policy loans on the IUL beginning at Dr. Rand's age 60. The IUL turned out to be the smart way to go — by a wide margin. This video demonstrates the proper application of life insurance to leverage the results for the client.

In this video blog, I interviewed Insmark senior advisor Don Prehn to illustrate this proposal that secured the case for the advisor.

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