New rider offers business clients an accumulation edgeThe Surrender Value Enhancement (SVE) Rider now available on Principal Universal Life (UL) FlexSM (accumulation option) policies* can help business owners by providing enhanced surrender cash values in the early years of the policy.High Early Cash Value Potential
The SVE Rider enhances the net cash surrender value of the policy during the first seven policy years, and surrender charges are reduced.
Concept Fits
- Premium financing cases
- Executive bonus
- Key person
- Split dollar
New Marketing Materials
- Highlights - Get a description and example of how the SVE Rider works as well as guidelines to follow.
- Sales Idea - Learn how Principal UL Flex with the SVE Rider can help build loyalty with an executive rewards plan.
Note: The SVE Rider is not approved in California, Florida, Mississippi, New Jersey, and Pennsylvania. Please note also that the recent Term re-price rates are now approved in all states and can be illustrated. The Child Term Rider for Term, however, is not approved in California, Mississippi, New Jersey, and Pennsylvania.
*The SVE Rider is not available with the Cost of Living and/or Salary Increase riders. |
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Matthew A. Treskovich
800-936-0339 option 1 |
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