Tax alpha is laborious and costly to deliver. Advisor-applied VUL delivers tax alpha in one step.
MyTaxAlphaPortfolio is a partnership between Advisable Wealth Engines and various insurance companies committed to advisor-applied insurance and annuity solutions. This partnership demonstrates our commitment in the tag line: “Insurance Like It Should Be; Benefits, without Barriers”.
Variable universal life insurance delivers a wide range of benefits ideally suited to affluent investors needing comprehensive planning services from a wealth manager. In the past, these benefits were often overwhelmed by high expenses, complex products, and uncomfortable selling methods. Advisor-applied VUL, in either a registered or private placement version, changes this dynamic completely.
It’s also important to know that we understand you and your business. Over many years, we’ve collectively produced successful planning services, investment technology, and practice management consulting to help advisors deliver their services profitably. We appreciate that an investment or insurance product has little meaning if it doesn’t directly help you meet your clients’ needs . . . and improve your competitive capabilities.
We welcome your input in making our efforts as effective as possible for you.
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