Decision Tree for Life Insurance Implementation – Non-Guaranteed

You will want Universal Life, Indexed UL, Variable UL or
blended/short pay Whole Life
Do you care about Premium Flexibility?
Yes
No
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Important Information: This decision tree is provided for educational purposes only. It is not a recommendation of any insurance or investment product, nor does it take into account your personal financial situation. Product availability, costs, and features may vary. Guarantees, if any, are based on the claims-paying ability of the issuing insurance company. Please consult with a licensed insurance agent or financial professional before making any decisions.


Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. OC Consulting Group and its affiliates are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.