Free webinar
Tax-advantaged strategies, explained honestly.
One hour of education on IUL and annuities — mechanics, costs, and trade-offs. No obligation, and no pitch disguised as a masterclass.
Agenda
What we cover
- How indexed universal life crediting actually works: caps, participation rates, and floors
- What policy charges cost over time, and how funding levels change outcomes
- Where annuities fit in retirement income planning — and where they don't
- The questions to ask any agent before you apply