33 min listen
Unmasking the IUL Sales Pitch with Andy Panko
Unmasking the IUL Sales Pitch with Andy Panko
ratings:
Length:
44 minutes
Released:
Jul 10, 2023
Format:
Podcast episode
Description
In this episode we tackle the topic of Indexed Universal Life Insurance (IUL), a product often peddled by salespeople as the ultimate retirement solution. However, is all as it seems? We're delighted to welcome guest expert Andy Panko of Tenon Financial and host of the Retirement Planning Education podcast. Together, we dissect the IUL strategy, shedding light on the hidden truths and outright falsehoods often used in selling these products. Join us as we debunk myths, clarify complexities, and equip you with the knowledge to make informed decisions. Visit Andy’s firm at https://tenonfinancial.com/, listen to his podcast at https://retirementplanningeducation.com/podcast, and visit his site where he walks through his personal experience with an IUL policy at https://theiulexperiment.com/ If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode! Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now! Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s team at https://www.rossandshoalmire.com/
Released:
Jul 10, 2023
Format:
Podcast episode
Titles in the series (100)
#011: How to Balance Living Well Today While Planning for Tomorrow, with Roger Whitney by Big Picture Retirement