Why Everyone Needs an IUL | Stephen Davies
Автор: TDG Financial
Загружено: 2026-02-09
Просмотров: 118
Описание:
This call is a technical deep-dive for agents into the Indexed Universal Life (IUL) product. Stephen breaks down the "why" behind IUL as a core financial tool and provides talking points for client presentations.
Core Objectives
Understand the mechanics of the "0% Floor" and market caps.
Learn how to explain tax-free retirement advantages to clients.
Review the use cases for "Living Benefits" (Chronic/Critical illness).
Topic Timestamps
0:00 — Introduction: The problem with traditional savings models
4:45 — IUL 101: Understanding Cash Value vs. Death Benefit
10:30 — Managing Risk: Caps, Floors, and Participation Rates
18:15 — The Tax Advantage: Building a "Tax-Free" retirement bucket
25:40 — Living Benefits: Accessing funds for health and critical care
31:10 — Closing the Sale: Common objections and script walkthroughs
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