Get More Sales

Imeriti Financial Network has an acute awareness of the needs of your clients as well as those of your business. So we’ve uncovered the key concerns that your clients lose sleep over and position you as the one with the solutions. Whether it involves providing for their loved ones or ensuring their own secure future, our proprietary sales programs target the multitude of burning fears your clients and prospects face. See more clients. Close more business. Provide more value.
401k
Help your clients understand the future tax consequences on their regular 401(k) plan and show them how a properly structured IUL can help offset the taxes due with their regular 401(k) plan withdrawals¹.
 
sage
When you work with Imeriti Financial Network, you can offer your clients guaranteed Tuition Reward® Points to all of their children, grandchildren, nieces and nephews in the form of Tuition Rewards with SAGE Scholars. Tuition Rewards are discounts off full tuition at participating colleges.
 
Cap-Tran
With the support of our groundbreaking wealth transfer software, easily show your clients how to effectively move portions of qualified plans, including IRAs and CDs, into life insurance to optimize their income.
 

It’s not selling – it’s solving. Visit www.iulblizzard.com today to learn more about these revolutionary new tools.

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Imeriti Financial Network, Inc. (Imeriti, Inc.) is not a broker dealer, registered investment adviser, or tax adviser and the output from the calculators contained on any Imeriti, Inc. websites DOES NOT constitute tax or securities advice. Contact a qualified tax professional BEFORE withdrawal of funds from a qualified defined benefit contribution plan such as a 401(k). All calculations are based on information provided by the user. The output from the calculators contained on any Imeriti, Inc. website are NOT guaranteed, but are believed to be accurate and reliable.

¹ Policy loans and withdrawals will reduce available cash values and death benefits and may cause the policy to lapse, or affect guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. Tax laws are subject to change and you should consult a tax professional. Policy loans are not usually subject to income tax unless the policy is classified as a modified endowment contract or MEC, under IRC section 7702A. However, withdrawals or partial surrenders are subject to income tax to the extent that the cash value in the policy immediately before the distribution exceeds the owner’s tax basis in the policy. If taken prior to age 59½, a 10% federal tax penalty may apply.