Part one of this three-part series on universal life (UL) insurance highlights recent changes and trends in the UL market. Part two explores the role UL can play in a client’s financial plan. Part three outlines mistakes that advisors should avoid when selling UL. Photo copyright: andreypopov/123RF.
April 5, 2017Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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