Sign up to save your podcasts
Or
Share Retirement’s Curveballs — Here’s How Top Advisors Are Hitting Back
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Retirement’s Curveballs — Here’s How Top Advisors Are Hitting Back
The IUL Designed for Fiduciaries – A New Benchmark in Retirement Planning
In this episode, we unpack a bold new shift in retirement strategy: a fiduciary-grade IUL designed for today’s volatile, post-60/40 world. As retirement challenges escalate—shrinking withdrawal rates, uncertain Social Security, and market instability—advisors need more than outdated playbooks. They need modern tools that deliver real-world outcomes.
You’ll discover how this new Indexed Universal Life (IUL) product isn’t just insurance—it’s a strategic portfolio asset. With features like 410% participation potential, guaranteed lifetime income without annuities, and a built-in PlanGap® Benefit to counter Social Security cuts, this IUL redefines income planning.
Whether you're looking to enhance downside protection, shift the efficient frontier, or deliver lifetime value to your clients, this conversation reframes the IUL not as a backup plan, but as a benchmark.
View all episodes
By DMI NEXT SALE PODCASTThe IUL Designed for Fiduciaries – A New Benchmark in Retirement Planning
In this episode, we unpack a bold new shift in retirement strategy: a fiduciary-grade IUL designed for today’s volatile, post-60/40 world. As retirement challenges escalate—shrinking withdrawal rates, uncertain Social Security, and market instability—advisors need more than outdated playbooks. They need modern tools that deliver real-world outcomes.
You’ll discover how this new Indexed Universal Life (IUL) product isn’t just insurance—it’s a strategic portfolio asset. With features like 410% participation potential, guaranteed lifetime income without annuities, and a built-in PlanGap® Benefit to counter Social Security cuts, this IUL redefines income planning.
Whether you're looking to enhance downside protection, shift the efficient frontier, or deliver lifetime value to your clients, this conversation reframes the IUL not as a backup plan, but as a benchmark.