Converting your clients funds from an IRA to IUL? Watch this video first. 

If you've ever converted client funds from a qualified account into IUL, you know the long-term tax savings can easily run 6-figures or more. 

But what about the immediate tax impact during the conversion years? 

In this video from StonewoodFinancial.com, you'll learn:

• How to calculate the immediate tax impact of conversion - and why it may be smaller than you think
• How to weigh short-term and long-term taxes as clients consider a conversion strategy
• Explain the difference between micro and macro views on taxes - and how it impacts retirement
• And more 

Let's get started! Fill out this form to start watching immediately.