A universal approach

Part one of this three-part series on universal life (UL) insurance highlights recent changes and trends in the UL market. Part two explores the role UL can play in a client’s financial plan. Part three outlines mistakes that advisors should avoid when selling UL. Photo copyright: andreypopov/123RF.

April 5, 2017

Mistakes to avoid with universal life

Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans

  • April 5, 2017 April 5, 2017
  • 11:00

The role for universal life

Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients

  • April 4, 2017 April 4, 2017
  • 15:00

The great universal life debate

As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio

  • April 4, 2017 April 4, 2017
  • 14:15