Sweet spot #4: Smaller accumulation cases
Profile
Solve
What to emphasize
Why itʼs so sweet
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Healthy clients ages 25–50 $100–500/mo premium Interested in long-term accumulation May be interested in supplemental retirement income
Max Cash Value or Max Retirement Income
Cash build up
Fast, simple instant decision platform enables economies of scale, even for smaller cases. Similar product performance & comp for either solve.
Policy loans & withdrawals
Tax advantages Upside potential
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For agent use only
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