Indexed universal life (IUL) insurance serves dual purposes: it's a method for building tax-deferred savings and providing a death benefit, particularly appealing to high-net-worth clients and business owners.
Utilizing digital marketing and optimizing content for SEO are essential strategies for financial advisors to effectively target potential clients interested in IUL insurance.
Building professional relationships with estate planners and tax professionals can yield ongoing opportunities for financial advisors to create client leads in IUL insurance.
Advisors can capture potential clients interested in IUL insurance through educational outreach, utilizing webinars and social media to enhance engagement and provide valuable information.
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