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Blue Pattern

The IRA to IUL Strategy Your Clients Need to Know 🚀

This guide will help you confidently discuss this strategy with clients who are seeking market protection, tax efficiency, and legacy benefits and includes: 

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✅ A real-world case study showing how one business owner reduced taxes and increased retirement income

✅ The most common myths about IRA to IUL conversions—debunked

✅ A simple breakdown of how IUL can provide tax-free growth and income

Get the Guide

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