Unlock Wealth with Indexed Universal Life Insurance!
Are you ready to take your wealth-building journey to the next level? Today, we’re diving into the world of Indexed Universal Life Insurance (IUL) and why it might be the best-kept secret for growing your wealth!
What is an IUL?
An IUL combines life insurance with the potential for cash value growth linked to a stock market index. This means you can enjoy the benefits of market growth without the risk of losing your principal!
Why Choose IULs Over 401(k)s, Stocks, or IRAs?
age 35
case study
Creating certainty in an unpredictable financial world.
Are you ready to take your wealth-building journey to the next level? Today, we’re diving into the world of Indexed Universal Life Insurance (IUL) and why it might be the best-kept secret for growing your wealth!
- $112,673 per year in annual tax-free income for 30 years, starting at age 60 (amounting to total distributions of nearly ($3 million)
- Protection for her survivors, starting at $484K and growing to more than $1.7 million
There were other benefits, too – especially in comparison to a traditional retirement plan, such as:
- No required minimum distribution at age 72
- No annual maximum contribution
Plus, if Paige needed any additional funding for her business, the LIRP could allow her to access funds without having to go to a traditional bank or lender.
Money In
$12,000
Annually Paid for 20 years
$12,000
Total Premiums Paid
Money Out
$112,673
Annualized Tax Free Income
$2,929,489
Total Distributions from ages 60-90
Money to Heirs
$484,873
Initial Death Benefit
$1,725,501
Death benefit @ age 90
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Learn how contributing $250/month to an IUL compares to a 401(k) for different age groups.
Speak to a Team All Insurance Specialist
Disclaimer Notice: The content of this website is provided for educational purposes, omissions and errors excepted, and is not legal/lawful advice.
