Indexed Universal Life Policies: What if You Already Have One? EDU #2016

April 22, 2020

Indexed Universal Life Policies: What if You Already Have One? EDU #2016

Jim and Chris discuss a follow-up to a previous EDU episode in which they talked about indexed universal life policies as a retirement strategy.  After discussing the pros, cons, and potential gotchas of IULs in that former episode, a question was posed: what if I already have one?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.