Indexed Universal Life Insurance
leveraging your life insurance

How to Build Wealth with Life Insurance Plus Leverage

You would never pay cash for your home. You put down 20%, then leverage the rest. You wouldn’t pay cash for a new car either. You make the downpayment and borrow the remainder. Leverage leaves you with as much cash in hand as possible—more cash to invest at higher returns than the interest on the…
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Advantages of an indexed universal life policy

Indexed Universal Life Insurance: 12 Undeniable Advantages

These are a few of the advantages of an indexed universal life policy. The policy is extremely customizable. Contact us and we will guide you to the best policy design for your situation. Life Insurance Market Risk Protection Potential for Double-Digit Gains Tax-Deferred Growth Tax-Free Distributions High Contributions Liquidity, Use, and Control Guaranteed Loan Options…
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Indexed Universal Life Insurance Definitive Guide

Indexed Universal Life Insurance: 2020 Definitive Guide

Indexed universal life insurance (IUL) is one of the more innovative wealth-building options available today. First and foremost, it provides a death benefit like all life insurance policies. The difference is that this one also provides a build-up of cash inside the policy. This cash is not exposed to market risk, can be accessed tax-free,…
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Best way to save for retirement without a 401k

Qualified Plans

How do Qualified Plans compare to an IUL? Learn the truth about 401(k)s, IRAs, 403(b)s, etc. No one likes paying taxes! In fact, most people would prefer to avoid paying taxes today at almost any cost. Many individuals place their money in a 401(k), IRA, SEP, or SIMPLE retirement accounts thinking they are saving taxes.…
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