“Be Your Own Bank”
Indexed Universal Life (IUL) insurance is a powerful tool that is used to both create and maintain wealth.
Also known as the “Rich Person Roth”, a properly structured and funded IUL can provide:
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- A cash account with rates of return linked to leading financial indices.
- Savings that are protected from market volatility via a 0% “floor” on losses.
- A permanent insurance policy with death benefits.
- Living Benefits such as Long Term Care, or Critical Illness.
- Provide tax-deferred growth and tax-free distributions (income) during retirement.
Contact us today to obtain a free Wealth Report to learn how this tool can work as part of your portfolio.