Month: November 2012
#25 | The Neutral Money Myth in Universal Life
For an industry with something like $5 trillion in assets, we sure do fly under the radar. But both Forbes and the Wall Street Journal recently picked up the same story – underperforming life insurance products. Great. Just what we…
#24 | Right Funding CAUL
[et_pb_section bb_built="1" _builder_version="3.0.90" custom_padding="0px|20px|15px|20px"][et_pb_row custom_padding="15px|0px|27px|0px" _builder_version="3.0.47" background_size="initial" background_position="top_left" background_repeat="repeat"][et_pb_column type="4_4"][et_pb_text _builder_version="3.0.100" background_size="initial" background_position="top_left" background_repeat="repeat" background_layout="light"] As discussed in The Neutral Money Myth in Universal Life, the risks in thin funding a UL policy are outsized due to the fact that…
