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Indexed Universal Life

    AG 49-B & Life Insurance Illustrations: What You Need to Know
    Product R + D

    AG 49-B & Life Insurance Illustrations: What You Need to Know

    written by Scott Hall

    Major change is coming in the world of indexed universal life (IUL). In May 2023, we’ll see the next round of revisions to Actuarial Guideline XLIX (AG 49), which initially went into effect in 2015. This was the first in a series of regulations directed toward taming IUL illustrations, though this year’s revisions will likely be the last for the time being.

    While these regulations may seem to put IUL directly in the line of fire, it’s important to note that none of these changes affect the real-world performance of these products; the changes only affect what carriers can show on a hypothetical illustration. The illustration is under scrutiny, not the product itself.

    Continue Reading
    AG 49-B & Life Insurance Illustrations: What You Need to Know was last modified: April 20th, 2023 by Scott Hall
    April 20, 2023
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  • Product R + D

    IUL vs. Whole Life Insurance: What Are the Differences?

    by Teresa Speir September 14, 2022

    Indexed universal life (IUL) vs. whole life insurance: which one is more beneficial and what are the differences? The truth is, “best” is often subjective in insurance. It all depends on a…

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  • Product R + D

    Solving for Aviation Risk & Premium Finance [Case Study]

    by TJ Whalen April 28, 2022

    Updated July 27, 2022, at 4:15 PM This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk. Read the full case…

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