How often should you meet with your IUL specialist? Doug Andrew explains why annual reviews are critical to maximizing your IUL policy’s performance. Learn how diversification, rebalancing, and regular adjustments can boost your returns from 8% to over 11%. Discover how proper policy management ensures your IUL stays tax-free, inflation-proof, and protected from market downturns. Find out how these reviews can help you achieve financial success.
00:00 – Why Annual Reviews Are Essential for Your IUL Policy
02:10 – Three Questions Your Insurance Agent Should Answer Every Year
05:12 – How Indexed Universal Life Protects You From Taxes, Inflation, and Market Volatility
06:39 – Real Examples of How IUL Survives Market Downturns
11:41 – The Importance of Diversification in IUL Policy Strategies
13:29 – How Rebalancing Helped Indexed Universal Life Insurance Clients Win
17:07: The Key to Optimizing Your IUL Policy
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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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