• Ep 128: From MLM to IUL: The Unfiltered Reality of Financial Product Promotion

  • May 6 2025
  • Durée: 37 min
  • Podcast

Ep 128: From MLM to IUL: The Unfiltered Reality of Financial Product Promotion

  • Résumé

  • In this episode of the "9 Innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, and guest Andy Pankow from Tenon Financial discuss the impact of market volatility on the promotion of Indexed Universal Life (IUL) insurance products. Kevin emphasizes the importance of financial education and empowerment, while Andy critiques the aggressive sales tactics used by some IUL promoters, particularly those from multi-level marketing backgrounds. They highlight the misconceptions surrounding IULs and stress the need for consumers to be well-informed and cautious when evaluating financial products.

    Promoting IUL Products (00:02:09)

    Critique of Salesperson Expertise (00:05:13)

    Multi-Level Marketing Dynamics (00:07:59)

    Training and Recruitment Issues (00:09:05)

    Critique of 401(k) Comparisons (00:13:41)

    Personal Experiences with IUL Advocates (00:17:17)

    Market Volatility and Financial Products (00:21:08)

    Permanent Life Insurance Considerations (00:25:37)

    Industry Incentives and Ethics (00:30:00)

    Term vs. Permanent Insurance (00:34:17)

    Closing Remarks and Takeaways (00:35:40)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Hit the subscribe button to get new content notifications.

    Corrections: Editing by http://SwoleNerdProductions.com

    Disclosure: https://sites.google.com/view/9idisclosure/disclosure

    Voir plus Voir moins

Ce que les auditeurs disent de Ep 128: From MLM to IUL: The Unfiltered Reality of Financial Product Promotion

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.