Complimentary Web Seminar

Beyond the Illustration: How to Use IUL Responsibly in Today's Markets

Original Broadcast Date: Wednesday, June 13, 2012
Cost: FREE

Sponsored By:

On June 13, 2012, Prudential will conduct a special webinar focusing on Indexed UL—one of the rising stars in the life insurance industry.

This discussion will feature industry experts who will explore the ways carriers market, price, and hedge Indexed UL products. We will also address methods for determining illustrated rates, comparing products, and positioning Indexed UL against other product offerings.

We know that some agents and distributors are skeptical of the claims made by some carriers about the long-term performance prospects of Indexed UL products. But, we also know that Indexed UL can be a powerful protection tool. Like any product, it just needs to be illustrated responsibly and sold only when appropriate to meet a client’s needs and risk tolerance.

Our aim is to equip financial professionals with the knowledge they need to make informed choices about how they can best incorporate Indexed UL into their practice.

During this session, we will show the audience:

• How carriers build Indexed UL products compared to traditional fixed (Current Assumption) UL products.
• How to determine an illustrated rate.
• How you should position Indexed UL products to your clients.
• How to answer the tough questions clients will ask about Indexed UL products.

Featured Speakers:

• • 

  • Bobby Samuelson
    Founder and Principal
    SamuelsonDesign
    
    Bobby is the founder and principal of SamuelsonDesign, an independent consulting firm providing product intelligence services to producers, carriers and distribution companies focused on the estate and business planning markets. Bobby regularly presents to industry groups on product pricing, anomalies, and applications. He has written articles for publications such as Trusts & Estates and The American College’s Wealth Channel Magazine and has been cited in the Wall Street Journal.
    
    Bobby is also the founder and Executive Editor of The Life Product Review, a fee-based website containing sales strategies, analysis of products and commentary on industry news.
    
    Bobby worked in the Advanced Sales Resources team at National Financial Partners prior to founding SamuelsonDesign.

• • 

  • Brett Berg
    Director, Advanced Marketing
    The Prudential Insurance Company of America, Newark, NJ
    
    Brett Berg currently serves as Director of Advanced Marketing at Prudential. With over 15 years of advanced marketing experience, Brett focuses on practical approaches to advanced marketing and case design. During the course of his career, Brett has served as an attorney in private practice, as Vice President of an insurance producer group and as National Director of Planned Giving for a Philanthropy 400 charitable organization. Brett holds a Bachelor of Science degree, magna cum laude, Bradley University, Peoria, IL; Juris Doctor degree, cum laude, Creighton University, Omaha, NE; and Master of Laws (LLM) in Taxation, Capital University, Columbus, OH. Brett is a frequent speaker at industry and producer meetings and has been published in National Underwriter, California Broker and Advisor Today. Brett is a member of the LIMRA Advanced Sales Committee and AALU.

For Financial Professional Use Only
The Prudential Insurance Company of America, Newark, NJ
0223551-00003-02
Prudential is not affiliated with LifeHealthPro or Bobby Samuelson of SamuelsonDesign. Prudential does not endorse, support, or recommend any information that is not provided by its affiliates or representatives.