Questions to expect regarding indexed universal life

01/10/2013 | National Underwriter Life & Health

Indexed universal life insurance products, although complicated to explain to clients, can be effective at delivering tax-free retirement income, Katherine Vessenes writes. She recommends outlining the product's pros and cons and answering questions using online tools, illustrations and multiple scenarios to quell client concerns about potential insurer bankruptcies and changes to tax benefits. Vessenes also suggests highlighting the product's flexible premiums.

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