February 28, 2025
Qualified Retirement Plans | Protecting Wealth and Securing Retirement
The power of life insurance in a qualified plan.
Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage when it comes to retirement savings, employee retention and tax efficiency. But did you know that life insurance can be utilized within qualified plans and can be an integral part of meeting the client’s needs?
Adding life insurance into a qualified plan provides business owners and their employees with a rare but highly desirable opportunity.
By offering life insurance in the plan, participants can utilize pre-tax contributions for policy premiums rather than relying on after-tax dollars to purchase coverage outside of the plan making the acquisition of insurance more tax efficient.
For more on this topic –
Register for this upcoming webinar presentation on Qualified Plans hosted by our Advanced Sales Team.
Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
Presented by Advanced Sales
Tuesday, March 25
1:00 p.m. ET, 12:00 p.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
Life Insurance Distribution Options Within Qualified Plans
Cat No. 105614
A Guide to Life Insurance in Qualified Plans
Cat No. 64049
Qualified Plan Exchange Privilege (QPEP) Rider
Cat No. 67663
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Need Help?
Contact us at 1-800-906-3310, option 1.
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