Caroline Chu

insurance Producer
NPN #4438251

Caroline Chu, IUL Insurance Expert, discussing Indexed Universal Life Insurance

Got 2 Minutes? Answer 10 Quick Questions!

Caroline Chu here! 👋

As someone who’s part of the IULPolicy.com community, your feedback is incredibly valuable to me. I’m on a mission to better understand your needs and goals when it comes to Index Universal Life Insurance (IUL).

Could you spare just 2 minutes to fill out a quick survey? It’s only 10 questions, and your input will help me tailor my resources to serve you even better.

Thank you for helping me make a difference in your financial journey. I truly appreciate your time and insights!

Warm regards,
Caroline Chu

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Retirement Planning, Wealth Building, Tax-Free Income, Legacy Estate Planning, Other (please specify)
2. Are you familiar with Indexed Universal Life (IUL) policies?
Market Volatility, Taxes on Retirement Income, Outliving My Savings, Lack of Growth Opportunities, Other (please specify)
4. Have you ever explored tax-free retirement strategies?
5. How important is it for you to leave a financial legacy for your loved ones?
Running Out of Money, Market Crashes, High Taxes, Health Care Costs, Other (please specify)
7. Do you currently work with a financial advisor?
8. How do you prefer to learn about financial strategies?
Trust/Integrity, Expertise/Knowledge, Personalized Service, Clear Communication, Other (please specify)
10. Would you like to schedule a free consultation to explore how an IUL policy can help you achieve your financial goals?