How IUL supplements a financial plan
October 31, 2023 by Susan Rupe
Indexed universal life insurance makes sense for a client if it helps people accomplish their financial goals, not if it replaces their financial goals.
That was the word from Ron Lee, vice president, advanced markets and brokerage field relations at Mutual of Omaha. Lee discussed how permanent life insurance can fit into everyone’s financial plan during the National Association of Insurance and Financial Advisors Apex East event.