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Design a personal pension plan for your clients, funded by IUL.
Receive annual guidance on premium adjustments needed to realize a predefined retirement income.
A New Era for IUL
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"Continuing policy performance monitoring, combined with dynamic, real-time guidance, introduces a new era of transparency and empowerment for policyowners. This policy management technology does more than simply create a personalized defined benefit pension—it fundamentally transforms the life insurance ownership experience."
"A persistent challenge in Indexed Universal Life (IUL) insurance is the lack of consistent premium funding and oversight after policy issuance. Without active management, IULs can underperform or lapse—leading to customer dissatisfaction, agent liability, and reputational harm to insurers."
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"This is our answer."
"We can predefine our retirement income. always know how to adjust our premium to remain on track, build wealth, and look forward to a retirement strengthened by income that is free of income taxes. Plus, always have the confidence that we are financially protected by a life insurance death benefit. Nothing else offered us the advantages of Defined Benefit Life."
(C)Copyright 2025 Wealth2k, Inc. All rights reserved. I Email: info@wealth2k.com I Phone: 781-989-5200
Defined Benefit Life is a trademarks of David Macchia.
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