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Tax alpha is laborious and costly to deliver. Advisor-applied VUL delivers tax alpha in one step.
Advisor-Facing
Presentation Description
Why advisor-applied VUL solves client problems and advances your business
Client-Facing
Presentation Description
A packaged presentation you can use for one-on-one client meetings
"Insurance Like It Should
Be" Full Brochure
See how advisor-applied VUL solves a wide range of planning needs for specific client circumstances
"Insurance Like It Should
Be" Two Pager
Get a quick summary of advisor-applied VUL and its many planning applications
VUL Client ROI
Calculator
Model an advisor-applied VUL policy to see its ROI for your high-income clients
Planning Applications
Webinar
Get engaged with advisor-applied VUL in an interactive webinar education session
Executing Webber's Boundaries
through Technology
Private Placement Variable Universal Life (PPVUL)
Advisor-as-Asset
Allocator
Legal and Regulatory Foundation
