One of the common mistakes some producers make when helping clients structure and fund their Indexed Universal Life?
Say they have a client who has a lump sump she’d like to put in the policy, and she wants to follow that up with about $500 a month for several years.
The inexperienced producer then structures the policy to accommodate the lump sum, which means the client is getting more insurance than she needs, which can be expensive over the long-run, impacting net returns.
This is all wrong.
To learn more about how to properly structure your IUL policy and avoid common pitfalls, claim a free copy of my book, “The LASER Fund.”
Click on the link or go to laserfund.com, contribute towards the shipping, and I’ll cover the rest! #shorts
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