Check out a short and simple 3 minute video explanation on the importance of tax diversification. It addresses the importance of having assets in the "tax later", "tax now" and "tax never" categories. Learn how an IUL can provide great value in the "tax never" portion of a portfolio. Share the video or customize the PDF and send to clients/prospects to expand your IUL clientele.
Elevate Income Potential
Discover the power of tax ‘preferral.’ If your clients need to bolster their retirement income, reduce their income tax liability and protect their loved ones, then consider the power of tax ‘preferral’ from Nationwide. See how your clients can magnify the assets they have for retirement by adding this to their portfolio.
Uncover Assets Using “Now and Later”
It’s important to understand your clients’ goals, needs, risk tolerance and how their money is allocated. A simple profiling technique can help qualify clients for an annuity sale or referral. The key is understanding when and how clients’ money will be used. It’s called “Now and Later.” Learn how to use this profiling technique to determine if an annuity could help balance your clients' current portfolio. Learn more.
Take BOLD Action to Advance Your Client’s Business
For business owners, their number one concern is growing their business. To that end, they face a great deal of financial decisions, the sheer number and complexity of which can paralyze a business owner into non-action. Use this consumer-approved brochure to help your business owner clients navigate those decisions and take bold action.
Leave a Larger Legacy with Charitable Giving Benefit
With this benefit, your generosity can live on through a donation to your favorite charity at no additional cost. Click here to see an example and learn more.
Foreign National Pro Tips
Get top tips for “Navigating the Foreign National Marketplace” relating to issues like qualifying statuses, U.S. ties, financial approvals and much more. Learn more.