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Details

Join us on Zoom for an educational session on Indexed Universal Life (IUL). Our presenter will walk through a sample illustration to explain how an IUL policy can be structured and used, including key concepts like premiums, cash value, index-crediting basics, policy charges, and how loans/withdrawals may work.
This is designed for anyone who wants to better understand how IULs function and what questions to ask before considering one.
What we’ll cover:

  • What an IUL is (and what it isn’t) and what you can do with it.
  • How index crediting generally works
  • Cash value: mechanics, costs, and trade-offs
  • Example scenario walkthrough (illustration-based)
  • Common myths, risks, and suitability considerations
  • Live Q&A

Important notes:

  • This is for education only and is not financial, tax, or legal advice.
  • No guarantees are being made. Policy performance varies and illustrations are hypothetical.

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