Evaluating IUL for the AUM Advisor
Speakers: Ben Rainey, WealthPoint
Year: 2021
Body of Knowledge:
Business Planning
Competence: Technical |
Level: Broad |
Session Rating: 4.46
IUL is becoming exceedingly complex. Learn how to properly position and explain an IUL product to both your client and their financial advisor.
Learning Objective #1: Members will discover another way to properly position IUL with financial advisors.
Learning Objective #2: Members will learn how we at Weathpoint use common concepts to get the FA buy in.
Learning Objective #3: Members will gain another perspective on IUL.