Are you curious if Indexed Universal Life (IUL) policies really work? In this video, we dive deep into an 11-year-old IUL policy, analyzing annual statements, fees, and projections to uncover the truth. Join us as we break down the costs, benefits, and future projections with an in-force illustration. Don't miss out on valuable insights that can help you make informed decisions about your life insurance policies.


0:00 - Introduction
1:06 - Annual Statement Review
3:22 - Understanding Fees and Charges
5:12 - Projections for the Future
7:03 - Detailed Analysis of Interest Credits and Fees
9:18 - The Impact of Recent Tax Law Changes
10:54 - Comparing Historical Returns
12:12 - Client's Allocation and Performance
13:39 - Want to learn more? Then get a free copy of my books!

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What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
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