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 (VUL) insurance delivers a wide range of benefits ideally suited to HNW, high-income 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 (AAVUL) 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 product has little meaning if it doesn’t directly help you meet your clients’ needs . . . and improve your competitive capabilities.
AAVUL will make your business more profitable and sustainable. Easy to say, but it’s true.
AAVUL delivers comprehensive tax management services (a high demand service) in one step. With increased after-tax returns, compounding wealth occurs. But, here’s the real key: AAVUL policies last decades. With you, the advisor, as the builder, manager, and monitor of the portfolio, you will oversee increasing AUM alongside the client’s other wealth sources.
Finally, AAVUL comes with a highly valuable death benefit that designates beneficiaries – often your clients’ children and grandchildren. You gain a direct role in working with these downstream generations for their own planning needs. Linking generations increases an advisory firm’s valuation.
We welcome your input in making our efforts as effective as possible for you.