Why IUL? Sarah values flexibility and potential growth. She is already following her financial advisor's advice on maximizing her employer's contribution to her 401(k). In this example ...
In the example above, that would be 3% of the $15,000 (3% x $15,000 = $450). This is one of the risks you take when utilizing an IUL in a retirement plan for income. If the underlying index doesn ...
Discussions with clients who want to jump into the weeds about indexed universal life insurance and annuities are a lot of fun. Drew Gurley These clients are in close touch with their future.
Two popular options are life insurance retirement plans (LIRPs) and indexed universal life (IUL) insurance. Both offer a blend of life insurance coverage with opportunities for cash value growth.
Editor’s note: This is part two of a two-part series about indexed universal life insurance and how it can be used in retirement planning. Part one was What Is Indexed Universal Life Insurance ...