Unlocking Financial Success: Upcoming Wealth Management Seminar Announced

Brad Allan, the owner and CEO of the Allan Agency, will host a seminar titled “Discover the Wealth Secrets of the IUL” on Saturday, July 20, at 11 a.m.

An Indexed Universal Life (IUL) insurance product offers a unique combination of a compound interest account and a cash value life insurance policy. It is designed to help individuals accumulate funds for future needs while also providing a death benefit for their heirs, according to Allan.

The seminar aims to shed light on safe and ethical investment choices, particularly with IULs. “This powerful package may help meet your future and retirement goals,” stated Allan.

The event will take place at 2801 E. Camelback Road, Suite 200. For RSVPs or further details, interested parties can call 602-770-2121.