Between the nuances of premium allocation, various indexing strategies, and annual statement performance indicators, the complexity of IUL index options can overwhelm policyholders. The reality is that choosing the right index option in your IUL policy is critical because it can significantly impact your investment returns.
To optimize your policy, you must understand the mechanics of indexing, how various index allocations affect your investments, and why diversification matters to make informed decisions. In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns.
Resources Provided for This Episode
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