There’s a new benchmark in retirement income planning—and it’s changing how top advisors deliver growth, protection, and peace of mind. It’s a strategy that’s easy to explain… so it’s easy to sell.
Not just competitive, this IUL is engineered for advisors who demand excellence and alignment with fiduciary values. It delivers the flexibility clients want with built-in benefits and the guarantees they need:
🚀 410% Participation Potential
Capture market upside with industry-best uncapped strategies and a 0% floor.
🔁 LifePay Income Benefit
Guaranteed monthly income for life—based on the Longevity Benefit Base.
🛡 PlanGap® Benefit
Triggered protection if Social Security is cut by 3%. Monthly income for 12 years.
🏆 Enhanced Death Benefit
Potentially higher legacy payout—up to 120% of the base death benefit.
⚙️ Dual Trigger Strategy
Earn 8% if markets are flat or up—and still 2% if they’re down (to -10%).
💡 150% Benefit Base Growth
Policy earnings are credited at 150% to a protected benefit base—fueling stronger income.
Who should attend: Agents and advisors of all levels. If you’re trying to grow and expand your book, or you’re looking to guide your clients to make changes and adjustments, this is a webinar for you.
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.
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.
Don’t miss your chance to help clients expect the unexpected.
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