LEGACY PLANNING TOOLKIT

Many of your clients have diligently planned for retirement and want to eventually leave a legacy behind for future generations. However, when they consider what they’ll pass on they may be concerned about their potential need for those funds later in life. With life insurance, your clients can take comfort not only in death benefit protection and the ability to pass along funds in a tax-efficient way1, but also in additional features that may allow them to access the money in case of emergency.2 take a look at these tools to help you talk to your clients about the legacy they’ll be leaving.

 

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Opportunity Tracker

 

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Identify the Right Client

Which clients could benefit from a Legacy Planning strategy? Pin down who’s right for this concept using this tool.

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Sales Idea

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Know the Concept

Learn more about the barriers keeping your clients from maximizing their legacy and how life insurance can potentially help them sleep better at night.

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Consumer Video

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Know the Concept

Gain valuable insight about how this concept works in this quick and informative video.

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Client Worksheet

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Help Your Client

Help your client guage their financial situation with this worksheet.

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Getting the Appointment

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Meet with Your Client

What’s the best way to land an appointment with your client? Use these tips to get started.

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Legacy Guaranteed® SUIL
(Survivorship Indexed Universal Life)

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Find the Right Solution

Designed to provide death benefit protection for two lives, this product can be an affordable estate planning solution.

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XL-EC4
 (Indexed Universal Life-Early Cash 4)

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Find the Right Solution

An important solution for anyone needing death benefit protection plus the ability to maximize their legacy and enjoy more upside potential.

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Questions? Contact Sales Support:

800-843-3316 ext. 32150

1. Neither Midland National nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.


2. Subject to eligibility requirements. Availability may vary by state and product.


Legacy Guaranteed Survivorship Indexed Universal Life (policy form series L139 and L139W with the Waiver of Surrender Charge Option) and XL-EC4 (form series L144 and L144W with Waiver of Surrender Charge)are issued by Midland National Life Insurance Company, Administrative Office, One Sammons Plaza, Sioux Falls, SD, 57193. Products, features, riders, endorsements or issue ages may not be available in all jurisdictions. Limitations or restrictions may apply.



23100-12 FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. 12-15

©2017 Midland National Life Insurance Company. All rights reserved.