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Transforming Wealth Transfer: Innovative Legacy Solutions for Seniors

Many seniors wish to leave a lasting legacy, yet traditional savings and investment products often underperform or incur taxes. We present a once-in-a-generation opportunity: a robust solution for wealth transfer using Modified Endowment Contracts. These tax-advantaged vehicles offer guaranteed death benefits and potential cash value growth while maintaining tax deferral. With instant approval underwriting and flexible liquidity, you can secure the future for your heirs. Don't miss out—access our comprehensive wealth transfer solutions today and turn the upcoming $1 to $3 trillion transfer in your favor!

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Transforming Wealth Transfer: Innovative Legacy Solutions for Seniors

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  1. America has a Problem… PPT-1103

  2. And We Have the Solution!

  3. What’s The Problem? • Most Seniors Want to Leave a Legacy • Many Savings Products are Underperforming • Many Investment Products are Losing Money • Tax Deferred Products Will Be Taxed!

  4. Why Act Now! • Once in a Generation Opportunity • You Already Have Prospects! • Better Paying Product • And if you Don’t….

  5. The Next 20 Years • $1 to $3 Trillion Dollars will Transfer! • How much of that will be yours?

  6. Is this Life Insurance? • Today’s Wealth Transfer Vehicle • Modified Endowment Contract • Taxes Spread Over 5 or 10 Years, • Creating a Death Benefit that’s… • TAX FREE TO HEIRS!

  7. Instant Approval Underwriting • Guaranteed Death Benefit • Possible Cash Value Growth through Indexing • Possible Death Benefit Growth through Indexing • Tax Deferral • Ward’s Top 50, A Rated Carrier • Double Digit Commission

  8. So What’s Been the Hold Up?

  9. You Now Have the Solution!

  10. Lifetime Returns Solutions • The Leveraging of Single Premium • The Tax Deferral of 5 or 10 Pay • Point of Sale Underwriting • For Non-Qualified and Qualified Funds!!!

  11. How Does Solutions Work? Single Premium Immediate Life Annuity Annuity Funded Life Insurance

  12. Comparing SolutionsFemale Age 75 Non-Tobacco Current Qualified AnnuityLifetime Returns Solutions Death Benefit Death Benefit $100,000 $100,000 Taxable Taxes Already Paid Net to Heirs Net to Heirs $75,000 $100,000

  13. Lifetime Returns Solutions • Ages 45-85 • $25,000 Minimum Face • 5 Pay or 10 Pay • GUARANTEED DEATH BENEFIT • Fixed and Indexed Linked Interest • Flexible Liquidity • Instant Approval Underwriting

  14. The Perfect Plan…. • Has 70% Participation - NO Asset FEE! • Has 3.5% Monthly Point to Point Cap • Has 8.25% Annual Point to Point Cap • Current First Year Fixed Rate of 4.25% • And Pays You a Great Commission!

  15. The Perfect Process • Point of Sale Underwriting: Instant Approval • Evening Hours • MIB and Prescription Drug Check • It’s As Easy as Making a Call!

  16. You Have the Solution! • Request a Kit • Call Your Clients: Annual Review • Get a Quote • Call ESP for U/W Approval • Close a Case!

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