Term vs. permanent (WL/UL/IUL): structure, guarantees, and cost elements
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Illustration literacy (guaranteed vs. non-guaranteed, sensitivity checks)
Funding strategies and MEC avoidance; remediation options if limits are breached
Rider selection (waiver, GIO, ABR/LTC) and documenting suitability
In-force stewardship: loans/withdrawals, lapse prevention, annual review cadence
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