VIDEO: How to find the internal rate of return on IUL

December 18, 2023

No, you shouldn't sell indexed universal life insurance like a Swiss Army knife. Grillo Invest podcaster Sara Grillo and Peak Pro's Patrick Waters discuss the keys to doing IUL the right way. Includes best practices on determining the internal rate of return, why Actuarial Guideline 49 (AG 49) is critical, and tips on how to position IUL to clients. Click on the video below to watch now.