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Life Insurance Strategies
for the Accumulation Phase

Are You Working With INDIVIDUALS IN THE ACCUMULATION PHASE?

Individuals in the Accumulation Phase are clients who are:

  • 36 to 55 Years old
  • Earning Over $150k annually
  • Serious About Saving for Retirement

From their mid-30s until their mid-50s, a person can expect to have many life milestones spring up and change the course of their lives. During this period in our lives, many are preparing and saving for their future retirement. This is a monumental time period for many individuals. Make sure your clients that fall into this demographic are well taken care of for the current and future goals. 

Want to see our most popular strategy for the accumulation phase?

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Life Insurance Strategies to Consider
for the Accumulation Phase

For those looking to purchase life insurance, there are a few policies that are well-suited for individuals in the accumulation phase and their specific needs and goals.

accumulation phase
Life Insurance
Retirement Plan
accumulation phase
Private K
accumulation phase
R² Retirement Income Maximization