Ep. 155 Whole Life vs. Indexed Universal Life

01/05/2018 19 min
Ep. 155 Whole Life vs. Indexed Universal Life

Listen "Ep. 155 Whole Life vs. Indexed Universal Life"

Episode Synopsis

Beware of Indexed Universal Life (IUL) where guaranteed values are not long-term guarantees. Participation rates, cap rates, a different expense ratio or mortality experience can drastically affect your real experience and actual policy values.