Executive Summary:
The business consultants at EY have analyzed the effectiveness of several retirement income funding strategies. Their study concludes that a well-diversified mix of investments, permanent cash value life insurance, and annuities optimize risk-adjusted after-tax retirement income.
Link to the EY Study: Benefits of Integrating Insurance Products Into a Retirement Plan
Sales Idea:
Forward the EY study to introduce your clients to the advantages of incorporating a permanent cash value life insurance policy and annuities into their retirement savings program.
