Tax Free Retirement

The Top 3 IUL Advantages

The Indexed Universal Life (IUL) is a powerful tool that most people aren’t aware of for various reasons. A big reason other insurance professionals don’t talk about IUL’s is that they may not fully understand how to structure them. There are a lot of moving parts to how they operate but if structured correctly, the IUL can help with the following:

  • Creating stock market like returns without stock market risk
  • Creating a tax-free retirement income stream
  • Making that income stream never ending through a strategy called arbitrage

That’s exactly why it’s critically important that you connect with someone that is licensed and qualified to walk you through the role an IUL can potentially play in your portfolio.

Let's connect

Access my calendar below to schedule the best time for us to speak via zoom.  No products or services will be offered during our zoom meeting. We will send you a courtesy reminder through text an hour before our scheduled call. The first zoom meeting will be a quick introduction to learn more about you. We’ll also provide the strategies we specialize in for maximizing and protecting your retirement. Looking forward to connecting!