Life Insurance Retirement Plan

An Alternative Way to Accumulate Money

Demographics:

  • 30-60 years old
  • Interested in saving money for retirement

There are many ways you can accumulate cash. Some of the more common ways are taxable investments, deferred investments, and retirement plans. An alternative approach is to use a Life Insurance Retirement Plan (LIRP).

Advantages of Cash Value Life Insurance

A LIRP plan is a life insurance policy (typically an IUL) that is designed to maximize cash value. This is done by reducing the death benefit to the lowest level while maintaining the tax benefits of life insurance. This will create the maximum amount of tax free income to be used during retirement.

annuities

Our proprietary proposal system will give you a customized proposal that demonstrates the power of the LIRP strategy. It will walk your client through their options and clearly show the advantage that life insurance has when you consider the impact of taxes.

Download Sample L.I.R.P Proposal

Our proprietary proposal system takes the LIRP concept and brands it to your firm. You can select the demographic images, and the color scheme will match your branded colors. 

Do You HAVE AN ACTIVE CASE?

If you have an active case, you can request a customized proposal for your clients by clicking the button below.

Do You Want to Discuss any of our strategies?

If you would like to discuss this or any of our other strategies, feel free to set up a time to connect with our team.