What is an Indexed Universal Life Policy or IUL?
It's a unique type of life insurance that not only offers protection for your loved ones but also allows you to grow your wealth through tax-deferred gains. And with customizable options, you can tailor your coverage to meet your specific needs and goals.
With an IUL plan, you'll have the power to unlock your financial potential and enjoy a range of benefits that a traditional 401K simply can't offer. Say goodbye to penalties, taxes, and mandatory distributions and hello to flexibility, safety, and growth potential.
Benefits of an IUL Plan.
Tax-Free Retirement
College Savings Plan
Becoming Your Own Bank
Leaving a Legacy & Creating Generational Wealth
NO early withdrawal penalties from the IRS
Safety in a Tier 1 Asset
Living Benefits
Creating Your Own Personal Pension Plan (401k/IRA Alternative)
401k, IRA/Roth Alternative
Tax-Free Personal Pension Plan
*Tax-Deferred Growth
*Tax-Free Withdrawals
*No Required Minimum Distributions
*Estate Planning Benefits
*Death Benefit Protection
*Living Benefits
College Savings Plan
*No Contribution Limits
*Tax Advantages
*No restrictions on schools
*Death Benefit Protection
*Use money for any purpose at anytime.
Legacy & Generational Wealth
*Flexible Premiums
*Cash Value Growth
*Downside Protection 0% Floor
*Tax Advantages
*Permanent Coverage
Do You Qualify for an IUL?
Between the ages of 18-55 yrs old
Must be in good health
Stable and consistent income
Valid drivers license
Use traditional bank or credit union