IUL - Retirement Income - Loans

  • 2018 /2019 - SOA - Why Indexed Universal Life Income Streams Need to Be Managed
    • 2018 10 - SOA - Why Indexed Universal Life Income Streams Need to Be Managed—Part 1, By Ben H Wolzenski and John S. McSwaney - p28-31 - soa.org/4934ca/globalassets/assets/library/newsletters/product-development-news/2018/october/pro-2018-iss111.pdf
      • WHAT’S THIS ABOUT AND A QUICK BO TTOM LINE
        • Wolzenski: John, over the past decade working with producers, you’ve observed that most Indexed Universal Life (IUL) new premium comes from sales that illustrate policy loans or withdrawals, either for retirement income or to repay premium financing.
    • 2019 - SOA - Why Indexed Universal Life Income Streams Need to Be Managed—Part 2, By Ben H Wolzenski and John S. McSwaney - 4p