If not properly structured, even the best IUL in the marketplace may not meet the policy holder's needs and could potentially be a poor addition to their financial portfolio. Insurance products that predict positive results with favorable illustrations can often cast a shadow over those that provide the best value to the client. Depending on how a product is designed, low premium loads may actually offer better results in the long run than products with high upfront bonuses.
In this episode of Money Script Monday, Brian highlights the “Tesla” of IUL’s: a product with high efficiency, simple design, and superior performance.
Resources Provided for This Episode
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The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.