North American IUL – Hello California!
Fall is certainly in the air with Labor Day behind us, kids going back to school & of course – FOOTBALL! I hope your football team got a win this past weekend!
As we make the transition to Fall with all that has been going on, I wanted to be sure that you heard the news ………….. the Builder Plus 3 is now available in CALIFORNIA! I think this is the quickest product approval we have had in CA ever! This means the Builder Plus 3 is available in ALL the states we do business in (excluding NY only).
As a recap, here is what you need to know about the Builder Plus 3 in a few pictures below. I have also included the recent bulletin as well for your reference, which includes the transition rules for any pending cases and more details on the Builder Plus 3.
We have a few new consumer pieces for the Builder Plus 3 for all states that you will also want to check out.
- A new consumer approved site – just follow this like to check it out or share with your agent & advisors – https://engage.northamericancompany.com/ownyourfuture
- Accessing Your Policy’s Cash Value – a closer look at the different loan options on our IUL products, including the new Fixed Participating loan – see attached
- Managing Your Tax Allocation – a consumer look at tax diversification using cash value life insurance to balance taxes at retirement – see attached
