You’re in charge, leading your clients to greater prosperity. You need products designed to support you in this role.
Both are priced like an institutional product with very low costs and no surrender charges.
Equally important, both are flexible wealth planning tools that come with a high-impact
portfolio that you build, manage, and monitor as well as a valuable death benefit.
All this is under your ongoing oversight of each client's wealth and investment plan.
An advisor has eight primary wealth-planning tasks.
The advisor-applied VUL (AAVUL) portfolio serves all these planning tasks in whole or in part.
Accelerate your tax alpha know-how and other important planning applications.
You’re most familiar with retail VUL and its drawbacks:
loads; high costs; complex products; investment limitations; a difficult sales process.
Check out our PPVUL and Registered AAVUL partners’ solutions that keep VUL's benefits while removing the barriers.