Cash Flow Strategy | Convertible Term to IUL

This training session is supplemental to the other sessions found under the Term to IUL Conversion Program section.  It’s another example of walking a client through a process of using discretionary cash flow to fund a convertible term policy, eventually converting it to a permanent IUL policy.

A great strategy for your younger couples or for those on a tight budget now, but will be improving cash flow in the future.  Medical students, recent college graduates, etc. are good candidates for this strategy.

Watch video here