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What’s your primary reason for considering an Indexed Universal Life (IUL) policy?
Long-term family protection
Tax-advantaged savings
Retirement income supplement
Not sure yet
How important is flexibility in adjusting your premium payments and coverage amounts over time?
Very important
Somewhat important
Not important
Unsure
What is your main priority for the cash value growth of the policy?
Stability with moderate growth
Maximizing growth potential
Keeping up with inflation
Not sure
Are you interested in accessing the cash value for specific needs in the future (e.g., education, emergencies, retirement)?
Yes, definitely
Possibly
Not really
Not sure
How comfortable are you with moderate risk exposure in exchange for potentially higher returns on the cash value?
Very comfortable
Somewhat comfortable
Prefer minimal risk
Not sure yet

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