A Case Study: Accumulation, Protection or Both?

Satisfy the Need for Accumulation and ProtectionIncome Advantage IUL can provide your clients with valuable life insurance protection. It also offers the opportunity to accumulate cash value* for future needs, such as supplementing the client’s retirement income. Teaming an Income Advantage policy up with a Term Life Answers policy may be an ideal solution for clients who want to plan ahead for retirement, but also have a larger temporary life insurance need.

Learn more about how this works by looking at our Satisfy the Need for Accumulation and Protection flyer. It includes:

  • A case study showing how this concept works
  • A comparison of taking income immediately at retirement vs. waiting to take income payments

For more information on our products or for help with your illustrations, please contact your Account Executive or Mutual of Omaha Sales Support at (800) 693-6083.
 

A Case Study: Accumulation, Protection or Both?
 
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