How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

November 21, 2023 by The White Coat Investor

Today, we are answering your questions on the speakpipe. If you want your question answered, leave us a message at whitecoatinvestor.com/speakpipe. For this episode, we talk about 401(k)s vs. SEP-IRAs, legal insurance, disability insurance, how to surrender an indexed universal life policy, and more.

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Wink’s Moore on the Market: Not sure what his basis is, for saying that the insurance agent that sold her the IUL was posing as a financial advisor.

However, this is what happens when people sell indexed life as an investment. -sjm

Originally Posted at The White Coat Investor on November 16, 2023 by The White Coat Investor.