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This guide is intended to present a well balanced, realistic and honest picture of Indexed Universal Life Insurance and Fixed Indexed Annuities as useful additions to a well-diversified retirement portfolio, addressing a critical issue:
these powerful financial vehicles are over-demonized by Wall Street and Financial Planners/Advisors - this is a distorted and untrue portrayal
these powerful financial products are over-exaggerated by Insurance Agents, causing the inevitable question: Is this too good to be true? and also giving a distorted, unrealistic portrayal
In neither scenario, and with neither financial authority, does the consumer benefit. This guide aims to present both the benefits and trade-offs of insurance products without any overly negative or positive hyperbole, making it an unusually neutral resource in the financial world.
This guide is intended to present a well balanced, realistic and honest picture of Indexed Universal Life Insurance and Fixed Indexed Annuities as useful additions to a well-diversified retirement portfolio, addressing a critical issue:
these powerful financial vehicles are over-demonized by Wall Street and Financial Planners/Advisors - this is a distorted and untrue portrayal
these powerful financial products are over-exaggerated by Insurance Agents, causing the inevitable question: Is this too good to be true? and also giving a distorted, unrealistic portrayal
In neither scenario, and with neither financial authority, does the consumer benefit. This guide aims to present both the benefits and trade-offs of insurance products without any overly negative or positive hyperbole, making it an unusually neutral resource in the financial world.