EXCLUSIVE DMI WEBINAR

IUL & Taxes

LIVE WEDNESDAY | FEBRUARY 7 | NOON ET | 60MIN

With 70% of pre-retirees worried about taxes in retirement, IUL is a hidden gem in retirement income planning.  

More than just a death benefit, IUL provides 8 layers of tax protection… including using it as a tax-advantaged retirement income tool.

Help your clients incorporate tax-advantaged strategies into their retirement portfolio and have the retirement they deserve. 

🚀All attendees receive client-approved marketing material 🚀 

Featured PresenterS

STEVE POPPE, CLU® ChFC® AMTC®
National Life Specialist, Annexus

Steve is leading the Life Insurance unit in development of the IUL products as well as the Life Marketing team at Annexus. He has brought 30+ years of experience to development and marketing of Annexus and its industry leading products.

JOSH RHEM
Vice President - Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

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Don’t miss your chance to get the inside scoop on IUL & Taxes. 

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What You'll Learn

  • Special tax qualities & advantages of IUL
  • Why the "Illustration Game" doesn't work, so don't play it.
  • Case studies with your target audience
  • Innovative product designs & cost efficiencies
  • Increased compensations