Acquire and Serve High-Level Clients With Tax-Saving Strategies

The CirrusView program is a turnkey, repeatable process to help increase annuity and life insurance sales and assets under management by helping high-net-worth clients with tax-saving strategies in retirement.

Differentiate Yourself. Fuel Referrals.

With a name inspired by the highest altitude cirrus clouds, the CirrusView program provides your clients a high-level view — a different, wider view — of retirement than what advisors typically discuss. Word will spread about you saving clients thousands of dollars that otherwise would have gone to pay taxes, and your business will grow.

What You Get with CirrusviewWhat you get with CirrusView

Marketing Resources

Attract prospects and engage clients with:

  • Seminar presentations
  • Customizable books, TV and radio scripts
  • One-pagers
  • White papers
  • Worksheets

Software and Reports

Tell the story of what your client could potentially pay in taxes and how your solutions will lessen the tax burden — an eye-opening experience that converts them to clients. Reports include:

  • Side-by-side comparisons of taxes with indexed universal life (IUL) insurance or individual retirement account (IRA)
  • A client’s tax burden
  • Tax, wealth and income analysis
  • Potential tax impact
  • Cost analysis of an IUL contract

Training and Coaching

Refine your skills and do more IUL with what you learn in online courses, monthly roundtable webinars, and personal support — no matter your level of experience.

IRA-to-IUL Conversion, Qualified Account and Tax Analysis, Your Custom Life Insurance Proposal, Potential Impact of Marginal Tax Rates on Conversion, Does Timing Matter in a Roth Conversion

Learn More About the CirrusView Process

Are you ready to provide clients a macro view of retirement and grow your business? Fill out this form, and we’ll show you the CirrusView system, including a demonstration of the software.


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