IUL’s for Retirement & College Planning

An IUL is an indexed universal life policy that creates opportunities for you to grow money based on the growth of one or more stock indexes using life insurance as the funding vehicle. As money grows within the IUL, there is a potential for high returns while protecting your accumulated cash value from market loss. These policies are flexible which allow clients to overfund their policies and build future accessible cash that can be used for college funding, business funding, a down payment for a home, a car purchase and more. Some of our clients have used the IUL as an additional resource for retirement income because of the policy’s ability to create tax-free income. Schedule your free 15-minute consultation and let us show you how to become your own bank.