Overview

Use qualified retirement plan dollars to pay premiums of needed life insurance!

Finding premium dollars is often more difficult than establishing the need for life insurance; however, it is essential to make the sale. Pension Rescue makes any client with a qualified plan an immediate prospect. Here are some of the opportunities you don't want to miss:

• Use Pension Rescue with clients looking for ways to use their retirement accumulations without additional income taxes and estate taxes.
• Use Pension Rescue with clients who prefer to maximize the tax advantages of qualified retirement plans.
• Use Pension Rescue with clients who are uncertain about the future of estate taxes, and need a plan that is flexible regardless of legislative changes.
• Use Pension Rescue with clients currently considering changes to the investment mix of their qualified plans because of the economy.
• Use Pension Rescue with clients considering various "stretch options" to provide more of their qualified plans for their heirs.

The Pension Rescue Strategy

Pension Rescue is a sales strategy that shows a qualified plan buying life insurance with dollars that have not yet been taxed. Later the life insurance may be distributed to the client or sold to the client's ILIT (Irrevocable Life Insurance Trust) for its market value - a value that is often less than the sum of the premiums paid! Pension Rescue compares this strategy so the client sees the benefits visually.

What Makes This Software Stand Out

• It is easy to use with minimal input required.
• It links directly with your existing illustration system.
• You get easy-to-understand presentations to effectively communicate and SELL the strategy.
• The impressive numerical analysis satisfies any client (and their advisors.)
• A Quick Start Manual is included, so users can be up and running without having to hunt through a huge manual.

Clients Take Action

Let this software do the selling for you. When you use Pension Rescue, clients are motivated to take action!