Indexed Universal Life Fees in 2024

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  • Опубліковано 7 січ 2025

КОМЕНТАРІ • 20

  • @robmartin217
    @robmartin217 28 днів тому

    Matt, you confirmed my previous question that option B pays the Policy cash value & death benefit to the beneficiary. When i asked same question to chris kirkpatrick he said no,only death benefit

  • @JoeC5050
    @JoeC5050 4 місяці тому +2

    so much money for the agent with that $1M policy!! Vow

    • @jparekh18
      @jparekh18 4 місяці тому

      didnt see the target premium in these policy so hard to say how much the agent earned.

  • @jparekh18
    @jparekh18 4 місяці тому +1

    These admin/additional charges are crazy from the insurance companies!

    • @denko44
      @denko44 2 місяці тому

      And yet they rag 401ks and IRA fees 😂

  • @TheMoonDejesus
    @TheMoonDejesus 2 місяці тому +1

    I need a glossary of terms. I’m not sure if I’m the dumb dumb or this gentleman is assuming laymen are conversant in insurance jargon. Is this page for consumers or insurance salesman?

    • @Reallifeins
      @Reallifeins Місяць тому +1

      Both, Matt has a lot for agents that follow him. He has other videos so you can learn what they mean. Go the video playlist.

  • @leomusic1880
    @leomusic1880 3 місяці тому

    Can you guys do a video on term insurance and what is the best? Thank you.

    • @CashValueLifeInsuranceReviews
      @CashValueLifeInsuranceReviews  2 місяці тому +1

      Term insurance tends to be a bit of a commodity - not a TON of difference carrier to carrier on the actual insurance product. Find an agent that will show you multiple options - carriers / premium amounts / term length - that is usually a good place to start.

  • @ChandlerTC
    @ChandlerTC 4 місяці тому

    I was told recently that there are limits on IUL amounts based on age. Is that correct?

  • @lunyx6
    @lunyx6 4 місяці тому +1

    What's the expected rate of return in these illustrations? Is it taking the cap? I don't think it's realistic to capture the full additional upside every year.

    • @denko44
      @denko44 2 місяці тому

      Timing is never a winning strategy. This is something IUL folks never bring up. You only make money upto the cap only if you guess correctly and the market goes up.

    • @Reallifeins
      @Reallifeins Місяць тому

      He has other video series explaining all of that. Go watch them

  • @alpesh13
    @alpesh13 4 місяці тому

    Which top 3 IUL best for the accumulation .

    • @CashValueLifeInsuranceReviews
      @CashValueLifeInsuranceReviews  4 місяці тому

      several factors involved - reach out to our team and we would be happy to show you the top 3 options for your situation - leveragedwm.com/bookmeeting

  • @Armenelos12
    @Armenelos12 3 місяці тому

    By 8:34 I'm convinced they both suck. 9.5% cap is still really low. I don't think that is worth the drawdown protection if this is money the client wishes to invest long term. If they want something short term they should buy short-term bond funds etc that are less risky but don't have such a big middle man charge.

    • @Armenelos12
      @Armenelos12 3 місяці тому

      At 10:28 the guaranteed cap is only 2.75%.

    • @The_Walking_Asset
      @The_Walking_Asset 2 місяці тому

      @@Armenelos12 What are the core benefits of short term bonds?

  • @tia91ful
    @tia91ful 4 місяці тому

    So i am 27 if i put 15,000 in would i be okay or should i find something different

    • @CashValueLifeInsuranceReviews
      @CashValueLifeInsuranceReviews  3 місяці тому

      That is too broad of a question to answer. If you'd like specific direction & guidance - reach out to our team - leveragedwm.com/bookmeeting