Industry expert Bobby Samuelson discusses the complexities of IUL and regulations, and dives into how AG49-A has impacted the IUL illustration landscape.
Bobby Samuelson of Life Innovators, LLC. is unaffiliated with The Penn Mutual Life Insurance Company (PML). Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by PML or its affiliates . This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state.
NOTE: Any discussion of investing involves risk, including potential loss of principal. Past performance is no guarantee of future results and any hypothetical examples provided are not intended to predict actual results. Actual results will vary.
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