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What is an IUL?

“Index Universal Life Insurance” 101 overview zoom training. We cover: what is a universal life plan  how does an index work  how to build value to a client  how does the cash value work  payment flexibility  underwriting  Q&A 

Advances and Chargebacks

It’s important that agents understand how they’re getting paid and how the carriers manage advances and chargebacks. With “household name” carriers like John Hancock, Mutual of Omaha, Americo, etc. this is very straightforward. The carrier will advance you 7-9 months Read more