Sunday, November 27, 2016

ILP policy with attractive initial bonus

Beware of an ILP policy that gives you an attractive initial bonus. Many customers were attracted to the Zurich Vista policy 5 years ago, and they learned about the high surrender penalty later, and their money was locked up.

Recently, a policyholder approached me for help with the AXA Pulsar policy. It looked quite similar to the Vista policy.

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