Get the free IUL starting guide
Beyond the Death Benefit
Inside
- 1Term vs IUL, side by side
- 2A planning worksheet
- 38 questions to ask any agent
Answer 7 quick questions and your guide opens right away. A Summers Ahead specialist also calls in about a minute to walk you through it, then connects you with a licensed agent in your state.
Answer 7 quick questions and your guide opens right away. We’ll call you at 11:00 AM ET to walk you through it, or pick a time that works.
FreeNo obligationNo SSN needed
How it works
- 1Answer 7 quick questionsGoal, age, state, budget. About 60 seconds.
- 2Your guide opensDownload the PDF on the next screen.
- 3Your phone ringsA Summers Ahead specialist calls from 877-785-9675 in about a minute, then connects you with a licensed agent in your state. Or pick a time.
- 3We call at 11:00 AM ETA Summers Ahead specialist calls from 877-785-9675, then connects you with a licensed agent in your state. Or pick a time that works.
What you’ll get out of it
Term vs IULWhat each costs, what each covers, and when one beats the other.
Planning worksheetYour monthly budget, your goal, your timeline, on one page.
8 questions to askKnow what a good agent should answer before you sign anything.
The guide is educational and is not an offer of insurance. Index-linked interest is never credited below 0%; policy charges still apply and can reduce cash value. Policy loans accrue interest and reduce the death benefit and cash value if unpaid.