Bloomberg – What the Non-Insurance Advisor Needs to Understand to About Indexed Universal Life Insurance by Bill Boersma & Henry Montag

By Bill Boersma ChatGPT is an experimental generative artificial intelligence tool and does not have its own opinions.  As an

Why policy performance tends to compress over time and what advisors must understand By Bill Boersma Introduction: A Structural, Not

By Bill Boersma Dear Policy Owner: We’ve spent a lot of time talking about realistic returns for IUL policies. Attached