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Resource Page – How to compare life insurance illustrations

This page contains links to resources devoted to this topic. These are always a work in progress, so be sure to check back often.

Webinar Recording – Click the image to start playing

YouTube Video

Coming soon! Check back in a few weeks!

Blog Post

Don’t Judge An Illustration Based On The Illustrated Crediting Rate

Download the Slide Deck Used In Webinar/YouTube

Temporarily unavailable online. E-mail tom@innovativeretirementstrategies.com to request a copy.


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No Rendering of Advice: The financial content in this document is provided for your personal education. It is not intended for trading purposes, and cannot substitute for professional financial advice. Always seek the advice of a competent financial advisor with any questions you may have regarding a financial matter. Information in this document is not appropriate for the purposes of making a decision to carry out a transaction or trade nor does it provide any form of advice (investment, tax, or legal) amounting to investment advice, or make any recommendations regarding particular financial instruments, investments, or products.

The sole purpose of life insurance is for the death benefit protection. Any other benefit is ancillary.