A “Balanced” Approach to Accumulation Case Design
A “Balanced” Approach to Accumulation Case Design
The conventional approach to designing accumulation-focused Indexed UL strategies involves minimizing the death benefit. Often, this is combined with using the maximum AG49 compliant illustrated rate to squeeze every dollar of projected income out of the product. While that can produce a compelling illustration, it may not be the most effective approach in the real world.
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