Webinar

How lookback crediting works and why it's gaining ground

Estimated 4m read
Webinar

How lookback crediting works and why it's gaining ground

Webinar

How lookback crediting works and why it's gaining ground

Estimated 4m read
Webinar

How lookback crediting works and why it's gaining ground

Estimated 4m read
Webinar

How lookback crediting works and why it's gaining ground

Estimated 4m read
Webinar

How lookback crediting works and why it's gaining ground

Date
Thursday, June 25, 2026
Time
1pm ET / 10am PT
Duration
1 hour
Featuring
Jason Pratt
Sr. Brokerage Manager
Modern Life
J.T. Bell
Vice President, Life Insurance
Annexus
Steven Poppe
National Life Specialist
Annexus
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By Modern Life
June 17, 2026
By Modern Life
Jun 17, 2026
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Summary
1
How lookback crediting strategies differ from traditional approaches and when the distinction matters for clients
2
How to present these strategies to clients
3
How to identify which clients are the strongest candidates
3

For years, cap-based crediting has been the default in indexed universal life (IUL). But as caps have compressed and clients have grown more return-conscious, advisors are looking harder at whether traditional crediting strategies are still doing the job.

In this webinar with Annexus, we'll examine how lookback crediting takes a different approach that could result in capturing more upside in strong markets while maintaining the downside protection clients expect from IUL.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
How lookback crediting strategies differ from traditional approaches and when the distinction matters for clients
2
How to present these strategies to clients
3
How to identify which clients are the strongest candidates
4
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