Three ways to Position VUL You May Not Have Thought Of with Lion Street Financial
Speakers: Michael Fontanini, VP Advanced Sales and Design
Year: 2020
Body of Knowledge:
Competence: Broad |
Level: Basic |
Session Rating:
As interest rates have fallen and may stay low for several years causing interest rate compression in general account-based policies (IUL, UL, WL), VUL policies positioned, funded and managed properly can be powerful long-term solutions for clients and provide a great deal of flexibility and transparency. This presentation discusses these issues and opportunities and features three compelling designs to meet certain client needs.