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LifeHealthPro
- 2012 1116 – ThinkAdvisor – 11 ways to sell IUL more ethically, By Bill Coffin – [link]
- Indexed universal life sales are the fastest-growing segment of the life industry thanks to the protection they provide against market downturns while still giving policyholders the opportunity to invest profitably. But IUL is a complicated product, and those who sell it face the looming possibility of a federal fiduciary standard that would open agents and brokers to serious legal liabilities. This, at a time when clients already have low expectations of ethical behavior from their advisors and agents.
- To manage the risk of suitability missteps, Richard Weber, president of The Ethical Edge, gave NAILBA 31 attendees a list of best practices brokerage general agencies can adopt to become better advocates for their clients and to manage expectations realistically.
- https://www.lifehealthpro.com/2012/04/09/indexed-ul-finds-the-sweet-spot-and-stays-there
- https://www.lifehealthpro.com/2012/10/04/an-uneasy-eye-to-the-future
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