We Tested a 20-Year-Old Whole Life Insurance Illustration (Penn Mutual Case-Study) @AndAsset
We Tested a 20-Year-Old Whole Life Insurance Illustration (Penn Mutual Case-Study)  @AndAsset
Uploaded September 2026 | Updated September 2026, 21 hours ago
Life Insurance Agents Test the Actual Vs Illustrated Results of a 20-Year-Old Whole Life Insurance Illustration from Penn Mutual. Austin Williams walks Caleb Guilliams through the surprising difference between the illustrated vs actual policy.

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Chapters:
00:00 Introduction
02:47 20-Year Penn Mutual Case Study
06:34 Original Vs. Current Inforce
14:32 Modern Policy Design Comparison
25:00 Overfunded Policy Design Comparison
31:20 Dividend Interest Rate Context Correction
36:08 Lafayette Life 6-Year Review
41:41 Summary and Final Thoughts

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*This video is for entertainment purposes only and is not financial or legal advice.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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We Tested a 20-Year-Old Whole Life Insurance Illustration (Penn Mutual Case-Study)

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