Advisory VUL: A Fee-Only Based Life Product for RIA's.
Автор: Alpine Brokerage Group
Загружено: 2023-03-28
Просмотров: 157
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Now Available: A Fee-Only Based Life Product from Nationwide
When it comes to life insurance, we recognize it’s not something RIAs usually look at as an easy investment tool, but that’s changing with our new Nationwide Advisory Variable Universal Life (NAVUL). Created specifically with RIAs in mind, NAVUL is a fee-based VUL that gives you the ability to:
• Manage clients' assets holistically
• Add tax diversity to their portfolio
• Keep assets under management
• Easily make trades across all your clients' portfolios
• Provide your clients with affordable guaranteed life insurance protection
•Make the potential advantages of a low-cost transparent product available to them
What’s more, you don’t have to be life licensed to manage the assets in this product.
This product is an ideal solution for clients who would like to invest additional money on a tax-advantaged basis without the limitations of qualified plans. A simple solution for the Investment Advisor Representatives (IAR) to manage clients’ protection and investment needs within the client’s portfolio, it allows the ability to collect advisory fees for the investment portion.
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