Discover the key differences between accumulation value and surrender value in life insurance policies with financial strategist Doug Andrew. Learn how to maximize your Indexed Universal Life (IUL) policy for long-term financial success. Get your free copy of Doug’s book for more insights!
00:00:00 – Introduction
00:02:04 – Explanation of accumulation value.
00:03:20 – Explanation of surrender value and associated fees.
00:07:09 – Costs related to mortality and administrative fees.
00:11:15 – Long-term benefits of funding IUL policies.
00:14:09 – Trade-offs of accessing accumulation value early.
00:17:32 – Want to learn more? Then get a free copy of my books!
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