Tax alpha is laborious and costly to deliver. Advisor-applied VUL delivers tax alpha in one step.
Both PPVUL’s and Registered AAVUL’s structure offer you a rich tool kit for executing the wealth plan in each of these important planning tasks:
|Wealth Planning Task||Benefit in Using Advisor-Applied VUL|
|Retirement income planning||
Learn the many planning applications that advisor-applied VUL addresses. Below are scenarios representative of the types of clients at your firm.
Why advisor-applied VUL solves client problems and advances your business
A packaged presentation you can use for one-on-one client meetings
See how advisor-applied VUL solves a wide range of planning needs for specific client circumstances
Get a quick summary of advisor-applied VUL and its many planning applications
Model an advisor-applied VUL policy to see its ROI for your high-income clients
Get engaged with advisor-applied VUL in an interactive webinar education session
Private Placement Variable Universal Life (PPVUL)
Legal and Regulatory Foundation