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  • Looking Through the 70% Window

    In the land of Indexed Universal Life (IUL), the selected illustrated rate (IR) is one of the most debated factors considered when comparing product performance. Comparing products at their regulatory maximum IR can be overly optimistic, while a lower fixed return rate (such as 5% or 6%) doesn’t take differences like caps into consideration

Real People

Real data intelligence requires more than just great technology. In our case, it takes authentically smart, joyfully irreverent people.

Karen Joyner

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Head of Sales and Operations

David Lear

Managing Partner
Head of Product

Orion Robillard

Partner
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Sydney Presley

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Laura Stribling

Senior Analyst

Kasey Gammons

Senior Analyst

Zaahirah Souri

Product Analyst

Ami Amega

Product Analyst

John "Ron" Pribyl

Developer

Matthew Linder

Product Analyst

Brian Smith

IT Manager

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