03.28.2023 - IUL
What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by Andy Panko, CFP®, RICP®, EA, Tenon Financial
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. The goal of the experiment is to see if such a policy ultimately lives up to how it's pitched to work as a "tax-free retirement income" tool, or if it will fall short of hopes and expectations. In this webinar Andy shared what he's learned from researching and buying an IUL!
Attendees 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.
"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.