An IUL review is a comprehensive analysis of your existing policy. It's a chance to look under the hood and ensure your policy is performing as expected and, more importantly, that it still aligns with your financial goals. While an IUL policy is designed to be flexible, the initial projections can sometimes be based on assumptions that may not hold up over time. An annual review helps you compare your policy's actual performance against those original projections.

We firmly believe that a regular IUL policy review isn't merely a suggestion; it's a critical step to safeguard your financial future.

Fix My IUL - Understanding IUL and that it may not be the best fit for everyone