14 questions

to ask your potential Financial Advisor:

If partnering with an expert financial professional it is so critical to the success of your LASER Fund, how will you know if a potential financial professional is up to the task? You can use the following "LASER-ready" test you can ask your financial professional:


If you’re getting vague (or worse, incorrect) responses to the above, then it would be in your best interest (and your heirs’ best interest) to explore working with a different, experienced IUL specialist. If your financial professional can answer these questions satisfactorily, then you’re likely in good hands.