VUL - Variable Universal Life

  • The product is likely to be sold by sophisticated agents and financial planners.
  • Many of these agents and planners are accustomed to similar investment features in annuities and will be the first to make the transition to variable universal life.
  • Another distribution source for the product is stockbrokers. 

-- Zafar Rashid

1985 - SOA - Variable Universal Life Insurance, Society of Actuaries - 22p

  • 1983 - SOA - Flexible Premium Variable Life, Society of Actuaries - 20p
  • 1984 - SOA - Variable Universal Life Society of Actuaries - 22p
  • 1985 - SOA - Variable Universal Life Insurance, Society of Actuaries - 22p
  • When the product was launched, SEC ruled that one was allowed to illustrate a variable life product assuming a growth rate of only 8 percent in the underlying funds.
    • The resulting cash  values were not much better than the old participating product.
    • When Monarch Life filed their prospectus, they managed to persuade the SEC that 8 percent was out of date and that 12 percent should be used.
    • Everybody used 12 percent, and the resulting variable product values were much better than those under the traditional participating product.

--  Michael R. Tuohy

1985 - SOA - Variable Universal Life Insurance, Society of Actuaries - 22p

  • Everybody keeps referring to this product as variable universal.
  • This is flexible premium variable life insurance.
  • We are not talking about variable universal.

--  Joseph O. North

1985 - SOA - Variable Universal Life Insurance, Society of Actuaries - 22p