Protective
Investors Benefit Advisory Variable Universal Life
An Advisory Life Insurance solution that fits the RIA’s fee-based business.
AgencyONE is proud to offer a solution that will help the RIA further diversify and protect their clients’ portfolios. This fee-based life insurance product supports your clients’ holistic portfolios and seamlessly integrates into your practice:
- RIA friendly design
- Seamless portfolio management
- Solution for tax-advantaged investing
- Cost efficient line-up
- Optional chronic illness protection
- and MORE
With Investors Benefit Advisor VUL, you can offer a cost-efficient life insurance solution for tax-advantaged investing that benefits both your clients & your business.
Benefits to the IAR
- It’s fee-based and integrates & easily into your practice
- Its technology coordinates with several investment management platforms
- It offers tax-deferred cash value growth & tax diversification to help fill the gaps in you clients’ holistic plans
- Quality investment options from top fund managers with do-it-yourself options
Benefits to the client
- Lower loads, fees, and expenses
-
Optional chronic illness protection with the ExtendCareSM rider
- Tax-advantaged account without a contribution limit
- Tax-deferred cash value growth that can be withdrawn tax-free if your clients’ need the cash value
- Choose from investment options under a variety of asset classes to help you diversify your portfolio
Sample Resources
Work with AgencyOne
We look forward to gathering a few pieces of information to assist us in contacting you to discuss your business and client needs.