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Premium Financing With Indexed Universal Life: Part II

Balance risks and rewards.

Premium financing can be an attractive strategy to fund indexed universal life (IUL) policies. Let’s examine the rewards of a premium financing plan, use a model to analyze IUL returns in relation to the underlying index fund returns, stress test an aggressive plan and the risks it poses and outline a prudent approach to designing, monitoring and managing a successful premium financing plan. I’ll close with a word of caution with issues from actual disputes involving premium

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