A Faster Way to
Compare IUL vs. 401(k) & Roth Strategies
Wednesday, March 18th
11:30 AM EST
What if you could take a life insurance illustration and instantly show clients how an Indexed Universal Life strategy compares to their 401(k) or Roth account?
What You’ll Learn:
In this webinar, we'll demonstrate a specialized software tool built to do exactly that. You'll discover how to:
Automatically read life insurance illustrations and generate clean, side-by-side reports.
Clearly compare IUL funding strategies with traditional retirement accounts like 401(k)s and Roth IRAs.
Transform an illustration into an easy-to-understand visual comparison that helps clients grasp key differences.
Walk through a live demonstration showing how quickly the platform converts raw illustrations into presentation-ready reports.
Use a proven, expert calculator in conjunction with a fact finder and gap analysis to determine how your client can achieve their desired net income and fill their retirement income gap in a tax-efficient manner.
If you’re looking for a faster way to explain IUL, strengthen retirement planning conversations, and present comparisons that resonate with clients, this session will show you how the tool works and how advisors are using it in real conversations.
Speakers
Tyler Schmidt
Director of Life Insurance
Tyler leads Tarkenton Financial’s life insurance division and is a trusted resource for advisors seeking to implement life insurance as a core component of a comprehensive retirement strategy. Known for his mastery of numbers and data-driven decision-making, Tyler helps advisors confidently navigate policy design, living benefits, and tax-efficient retirement income solutions.
He played a key role in positioning Tarkenton Financial as a premier life insurance marketing organization and continues to work closely with advisors and agents to grow and protect their clients’ retirement outcomes. Tyler’s approach is practical, strategic, and advisor-focused—grounded in real-world applications that help turn complex insurance concepts into clear, actionable planning opportunities.
Hear From Our Advisors
Wayne W.
Thomson, GA
“Working with Tarkenton has been a game-changer for my practice. I’ve uncovered millions in assets thanks to their marketing.”
Morris N.
Memphis, TN
“Working with Tarkenton has been a game-changer for my practice. I’ve uncovered millions in assets thanks to their marketing.”
Larry S.
Worcester, MA
“My practice took off in a positive way I could never have imagined.”
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