Momentum podcast: How to use IWL

Indexed whole life’s unique combination of guarantees and growth potential let it meet the needs of a wide variety of clients. In this episode of the Momentum podcast, Karl Kreunen discusses the clients that could benefit from an IWL policy, and how they can use one.

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PODCAST

Advanced Planning Sushi podcast: Product Solutions to Supplement Retirement Income

Join Advanced Planning’s Jenna Washatka and Product Marketing’s Karl Kreunen as they discuss the advantages of using life insurance – including an indexed whole life policy - as a retirement supplement for owners of pass-through entities.

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Test out IWL trial illustration software

SOFTWARE
Put IWL trial illustration to the test

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Link to the IWL as death benefit protection article

SALES IDEA
IWL for protection

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Link to the IWL for gifting premiums to loved ones article

SALES IDEA
Gifting premiums to loved ones

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CLIENT MATERIAL
Share the IWL client site

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COMPETITION
How IWL stacks up

Link to IWL and spousal lifetime access trusts article

SALES IDEA
Spousal lifetime access trusts and IWL

Link to the IWL and executive bonus article

SALES IDEA
IWL to establish an executive bonus

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Link to IWL and education funding sales idea

SALES IDEA
IWL for education funding

ADVANCED PLANNING
SERPs and indexed whole life

VIDEO
All about indexed whole life

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CLIENT GUIDE
Growth and stability with IWL

SALES IDEA
Building assets for retirement readiness

MARKETING GUIDE
Product overview, target markets and features

PODCAST
Momentum podcast: One of a kind

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OWNER'S GUIDE
Understanding IWL and how it works

PRESS RELEASE
Official announcement of new IWL product

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¹ This product is not approved for sale in California. Additional approval information will be provided as appropriate.

Indexed whole life insurance is issued by Ohio National Life Assurance Corporation. Guarantees are based upon the claims-paying ability of the issuer. Policy, policy features and rider availability vary by state. Issuer not licensed to conduct business in NY. ©2022 Ohio National Financial Services, Inc.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. D-828101 8-22