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"Continuous policy performance monitoring, combined with dynamic, real-time guidance, introduces a new era of transparency and empowerment for policyowners. This policy management technology does more than simply create a personalized defined benefit pension—it fundamentally transforms the life insurance ownership experience."
"A persistent challenge in Indexed Universal Life (IUL) insurance is the lack of consistent premium funding and oversight after policy issuance. Without active management, IULs can underperform or lapse—leading to customer dissatisfaction, agent liability, and reputational harm to insurers."
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Insurers, imagine this...
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Appeal to affluent consumers
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Sidestep competition
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Improve IUL sales practices
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Enhance the IUL ownership experience
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​Unlock new sources of production​
Defined Benefit Life funded by indexed universal life creates a new path to competitive advantage.
Defined Benefit Life takes the benefits of life insurance to an entirely new level, creating a lifetime financial security vehicle that will appeal to a new generation of insurance buyers and sellers.
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"We can predefine our retirement income. always know how to adjust our premium to remain on track, build wealth, and look forward to a retirement strengthened by income that is free of income taxes. Plus, always have the confidence that we are financially protected by a life insurance death benefit. Nothing else offered us the advantages of Defined Benefit Life."
Technology for Empowering Agents to be Better Educators
The agent-personalized Defined Benefit Life website with AI Sales Assistants sets a new standard for client education. Click the image above to visit a sample site.
Lifelike and engaging, Shari is the Defined Benefit Life chatbot.
Jeanne, an AI Assistant, discusses the many advantages of Defined Benefit Life
Growth Officers:
Consider this...
How great would it be to sidestep the "illustration wars?" Gain a competitive advantage? Attract more quality agents? Ignite new channels of production? Deliver even more value to consumers? Increase persistency and profitability?
If this sounds like an attractive proposition, talk with us about becoming one of the first insurers to offer Defined Benefit Life.
(C)Copyright 2024 Persuazo LLC. All rights reserved.. I Email: inquiry@persuazo.com I Phone: 802-376-1011
Defined Benefit Investor, Defined Benefit Life, Defined Benefit Annuity and Defined Benefit 401(k) are trademarks of David Macchia.
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