Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Life Insurance

Indexed UL Policy Design Objectives

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

AIG Amer. Gen. Life Platinum Provider Ultra 500

No Cap; Riders; High Issue Ages; Death Benefit (DB) Sales; Low Premium

AIG Amer. Gen. Life Elite Index UL 2004

DB Guarantee to Lifetime; Guaranteed 100% Participation Rate

AIG Amer. Gen. Life Elite Global IUL

3 Indices; Automatic Overweighting; Allocation Options; Fixed Interest Available

Allianz Life GenDex II

Long-Term Cash Value Accum.

Aviva-AmerUs Life Advantage Builder

Guaranteed 100% Participation Rate; High Funding; Guaranteed DB to Age 100; Interest Bonus

Aviva-AmerUs Life Lifetime Builder

Free 20% Partial Withdrawals; Max. Variable Loan Rate; Levelized Strategy Transfer; Qualified Plan Availability.

Aviva-AmerUs Life Vision Builder Series II

Guaranteed 100% Participation Rate; High Funding; Interest Bonus; Max. Income; High Targets

Aviva-Bankers Life of NY Liberty Solution Plus UL

Guaranteed 100% Participation Rate; High Funding; Interest Bonus; Maximum Income; High Targets

Aviva-Bankers Life of NY Life Builder

20% Free Partial Withdrawals; Levelized Strategy Transfer; Qualified Plan Availability

Aviva-Bankers Life of NY Empire Solution UL

Lifetime Guar. Option; Various Sales Scenarios

Aviva-Indianapolis Life Vista Advantage

100% Participation Rate; Several Indices & Crediting Methods; Crediting Bonus; Lifetime Guar. Option

Aviva-Indianapolis Life Vista Lifetime

20% Free Partial Withdrawals; Max. Variable Loan Rate; Levelized Strategy Transfer; Qualified Plan Availability

Aviva-Indianapolis Life Vista Elite Series II

Premium Financing; Business Apps; Crediting Bonus; Overloan Protection Rider

Conseco Life Asset Builder Plus 100% EIAV

90% Participation Rate; Accum. Sales; No Cap; Fixed Account Option/Blending; DB Guarantee to Age 85

Midland National Life XL-DB

Multiple Indices; 9 Index Strategies; 4 Options with No Cap; 2 Options with 135% Partic.; Systematic Prem. Allocation Option

Midland National Life XL-EC

Multiple Indices; 9 Index Strategies; 4 Options with No Cap; 2 Options with 135% Partic.; Systematic Prem. Allocation Option; Table Shaving Program; Waiver of Surrender Charge Option; Early CVs

Midland National Life XL-CV

Multiple Indices; 9 Index Strategies; 4 Options with No Cap; 2 Options with 135% Partic.; Systematic Prem. Allocation Option; High Funding

Minnesota Life Eclipse Indexed Life

Guaranteed 100% Partic. Rate; Cash Accum. Sales; Income; DB Guar. to Age 120

National Life Ultra EIUL

Living Benefits; Liquidity; Low Expenses; 2 Indexing Methods

North American Life Custom Builder IUL

Guaranteed 100% Partic. Rate; Accum. Sales; Daily Sweeps; 4 Index Options; 3 Crediting Methods; Variable Loans; 20-Yr. No-Lapse Guar. Option

Old Mutual Fin’l Network MasterChoice

Age 100 DB Guarantee; Liquidity; Surrender Charges Waived on Overfunded Amounts

Pacific Life Indexed Accumulator II

Accum. Sales; Overfunding; Bailout Provision; Overloan Protection

Transamerica Occidental Life TransIndex UL

Enhanced Index Strategy

Union Central Life EXCEL Index UL

3 Crediting Options

Western Reserve Life Freedom Equity Index UL

High Cap; Guaranteed Fixed Account

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.