What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Guest Expert: Andy Panko, CFP®, RICP®, EA, Tenon Financial
Date:
Webinar Replay Description
In the The IUL Experiment, financial planner Andy Panko bought an IUL policy that's properly structured and funded with the goal of eventually borrowing against it in retirement.
Comments
A few comments from listeners:
"Thanks for this program, the speaker researched what I have wanted to know from hearing daily radio ads.
"
- Frederic R.
I think the idea of Andy purchasing an IUL as an experiment is a great idea to have skin in the game that leads to delving into a product to learn all the nuances - great objective and great that he is sharing his learnings
- James M.
I love poking and prodding at products to understand how they work, and what the reality is behind the hype. Thanks for choosing an interesting and timely topic, Tom. And thanks Andy, for literally putting this product to the test and letting us come along for the ride.
- Karen C.
Andy is very knowledgeable, and his explanations are to the point- succinct- well done.
- Edward D.
"Thanks for this program, the speaker researched what I have wanted to know from hearing daily radio ads.
"
- Frederic R.
I think the idea of Andy purchasing an IUL as an experiment is a great idea to have skin in the game that leads to delving into a product to learn all the nuances - great objective and great that he is sharing his learnings
- James M.
I love poking and prodding at products to understand how they work, and what the reality is behind the hype. Thanks for choosing an interesting and timely topic, Tom. And thanks Andy, for literally putting this product to the test and letting us come along for the ride.
- Karen C.
Andy is very knowledgeable, and his explanations are to the point- succinct- well done.
- Edward D.
03.28.2023 - IUL
Attendees Comments:
"Thanks for this program, the speaker researched what I have wanted to know from hearing daily radio ads.
"
- Frederic R.
I think the idea of Andy purchasing an IUL as an experiment is a great idea to have skin in the game that leads to delving into a product to learn all the nuances - great objective and great that he is sharing his learnings
- James M.
I love poking and prodding at products to understand how they work, and what the reality is behind the hype. Thanks for choosing an interesting and timely topic, Tom. And thanks Andy, for literally putting this product to the test and letting us come along for the ride.
- Karen C.
Andy is very knowledgeable, and his explanations are to the point- succinct- well done.
- Edward D.