LIFT — Life Insurance as a Financial Tool

Marketing and educational resources

What is LIFT?

Your clients need a diverse set of financial tools to help maximize their assets and minimize their taxes. Our "Life Insurance as a Financial Tool" (LIFT) campaign shows clients how permanent life insurance can help protect their family, provide supplemental retirement income and efficiently pass on their estate.

The Life Sales Support Team is here to help

Whether your clients' are in the accumulation, retirement or estate maximization phase of life, permanent, cash value life insurance can help them minimize taxes and maximize their assets. To learn how, contact your Life Sales Support Team today:

LIFT overview


For financial advisors

Calculator icon

LIFT Calculator

Show clients how their retirement income distribution choices directly raise or lower their taxes.

Use the calculator

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods. Policy loans and withdrawals may create an adverse tax result in the event of a lapse or policy surrender, and will reduce both the surrender value and death benefit.

This information may contain a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it would be accessible to the general public.

DOFU 6-2019
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