IGO Ep. 3: Indexed Universal Life — The What, Why, and How with Tom Pecoraro скачать в хорошем качестве

IGO Ep. 3: Indexed Universal Life — The What, Why, and How with Tom Pecoraro

Indexed Universal Life (IUL) can be a powerful tool when it’s framed correctly — but many advisors struggle with how to introduce it to clients without sounding “salesy” or overly technical. In this episode of In Good Order, Ben Braverman sits down with Tom Pecoraro, IUL Marketing Consultant, to break down the fundamentals of IUL and share how to position it inside broader planning conversations. We cover: What Indexed Universal Life is — in plain language When and why to consider it as part of a client’s strategy Best practices for explaining IUL without triggering skepticism How to use IUL to open doors to bigger planning discussions Whether you’re brand new to IUL or simply looking for better ways to talk about it, this episode will help you bring more clarity and confidence to your client meetings.