The Wealthy Idiots Show | A CPA lost over $863k with indexed Universal Life

A CPA lost over $863k with indexed Universal Life

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Doug Andrew, and his son Aaron Andrew, celebrate the policy they sold to a CPA that lost their customer over $863k in opportunity costs!!! No amount of benefits of IUL can cover for the absolute failure of this investment vehicle. To top it all off, these salesmen massage the facts to make their scheme seem like a good idea. We won’t be buying Indexed Universal Life and we don’t think anyone else should either.

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  • AJ Sheff

    After attempting college, AJ joined the Marine Corps. When he left active duty, he worked in retail for a few years before returning to college. Several years later AJ was awarded his Bachelor in Science in Computer Science. Soon after, AJ began working in the tech industry as a Junior Developer. AJ continues to work in tech, however, he began to cultivate a passion for personal finance. For AJ, the concepts began to click and he felt a need to help others understand how to be financially free. If AJ can do it, any Idiot can.

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