Leaders

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

Written by NAIFA | 3/15/23 7:52 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

At this webinar, advisors will learn:

  • How illustrations are likely to change as a result of the new regulations

  • Which concepts are likely to face challenges as a result of the changes

  • How advisors should begin preparing now to meet the new standards without impacting their business

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