What is the relationship between the Federal Funds rate and carriers announcing changes to their product portfolios? Learn more here.
Tag: Interest Rate Sensitivity
We looked at all the options to get our arms around the IUL market, and we are bringing the 70% window evaluation back as the strongest, and simplest approach.
In the land of Indexed Universal Life, the selected illustrated rate is one of the most debated factors considered when comparing product performance. Read why we created the 70% window.
Read our approach on four useful hedging strategies when it comes to the Indexed UL sale.
It’s hard to know what illustrated rate is reasonable for an Indexed Universal Life product. Read about a test we performed to gain one perspective on these interest sensitive products. The moral of the story? Monitoring your client’s policy is essential.