Episode #335: 17-Year-Old IUL Policy Performance Review


Many people shy away from Index Universal Life Insurance due to misconceptions about its complexity and cost. However, a closer look at a 17-year-old policy performance review reveals its potential as a financial tool that can provide security and growth, making it a valuable addition to your portfolio.

This case study highlights how the proper management and understanding of IUL policies can yield impressive results and provide immense value to a comprehensive financial plan. Over nearly two decades, this policy has met and exceeded expectations with reliable returns and essential protections.

In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder.

Resources Provided for This Episode

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About Michael Clementi

Michael Clementi is a Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.