No-load variable universal life insurance from RetireOne platform partners can help with legacy planning and ease wealth transfer for high-net-worth clients. Because these solutions don’t pay commissions, the cost of insurance is reduced, and client value is improved.
| wdt_ID | Insurance Company | Product | Solution Type | Return of Premium Death Benefit | Investment Options/Crediting Methods | Fund Families | Fixed Account Availability | Ultra Low-Cost Funds | Surrender Penalty | Lifetime Income Benefit | Penalty Free Withdrawals | Systematic Withdrawals | Dollar-Cost Averaging |
|---|
| wdt_ID | Insurance Company | Product | Solution Type | M&E Charge | Admin Charge | Return of Premium Death Benefit Fee | Annual Contract Maintenance Fee | Portfolio Expense Range (a) | Average Portfolio Expense (a) | Surrender Charge Schedule | Penalty Free % |
|---|
| wdt_ID | Insurance Company | Product | Solution Type | Availability | Minimum Initial Investment | Maximum Issue Age | Max Total Contributions w/o Approval |
|---|
| wdt_ID | Insurance Company | Product | Solution Type | New York Prospectus | Benefits/Optional Rider Info | Optional Rider 2 | Optional Rider 3 | Prospectus | Client Brochure | Learn More | Investment Options | Performance | Rates |
|---|
