Imagine The Future Of Illustrations

March 9, 2021 by Chris W. Kite

Updated Indexed Universal Life (IUL) illustration regulations are upon us! A long and winding road for regulators and carriers. Will illustrations get even longer? Similar to what John Lennon sings in Across the Universe, words and numbers are flowing out like endless rain into a paper cup …

But we are seeing some shorter illustrations by focusing on a selected index account, along with more conservative projections and better summaries of potential ranges of results. Brief examples without tabular projections may be used to show potential returns and risks beyond conservative assumptions

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Originally Posted at Advisor Magazine on February 20, 2021 by Chris W. Kite.