Indexed UL in a Post-Busch World

How Design, Guarantees, and Structure Matter More Than Ever

High-profile litigation has prompted many advisors to re-examine how Indexed Universal Life policies are designed and positioned. This advisor-only lunch event moves beyond headlines to focus on practical, real-world design lessons that matter today.

Join David Beas (Cavalier Associates) for a moderated discussion with:

• J.T. Bell, Annexus
• Nicholas Lines, North American Company for Life and Health Insurance

Discussion Topics

• The Kyle Busch Case: What Actually Failed
• Defensive IUL Design: How to Build Policies That Survive Reality
• Income-Focused and Protection-Oriented Features

This session is designed to help advisors think more clearly about Indexed UL—not abandon it—by focusing on structure, guarantees, and durability.