top of page
PLMatch Logo.png

Help Your Clients Invest Better & Grow Quicker.

Blue Surface

Sophisticated individuals have been using index universal life insurance to create tax-free wealth for decades. 

Through this exclusive program, clients can access the same advantages of a traditional IUL policy but also take advantage of additional bank-paid premiums that will exponentially increase their return potential without having to pull their policy with other investors or pledge any outside collateral.

This revolutionary wealth strategy has helped many families and business owners better prepare for their future by harnessing the opportunities available to them that will hedge against market volatility, minimize their tax exposure, and maximize their legacy.

Download the sample to see how it works, the ideal client profile, and how to start offering it to your clients. 



It's on its way to your inbox!

let's talk.

800-661-6596    I

Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.


Copyright ©2023 Universal Financial Consultants. All Rights Reserved.

bottom of page