Perspecta Investment Loan Program

The Perspecta Investment Loan Program gives owners access to their policy values as early as the first policy year - giving them more opportunities to increase their wealth.

This program is easy to put in place. Details can be found in the Advisor Guide and all the tools you need to talk to your clients about ILP are available in the Marketing Materials section.

The Perspecta Investment Loan Program is only available at policy issue.

Tools

• Advisor Guide
• Advisor Flyer
• Client Flyer
• Sample client prospecting letter
• Application Form How-to
• Taxing Issues:
  - Interest Deductibility
  - Policy Loans