Indexed Universal Life (IUL) Pros & Cons

What are Pros & Cons of the Indexed Universal Life Policies?

Indexed Universal Life can be the solutions for many issues that arise as well as be a secret weapon against taxation at retirement. The ultra-wealthy have been using life insurance as a wealth building tool for years and over the years the IUL has become my favorite tool to do it.

Although it has many attractive benefits and features, I will also share the less favorable characteristics of the tool so you can be informed about both sides of it.

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DISCLAIMER:

Terri Alford, M. Ed. of TNA Financial Group makes content available as a service to her clients and other visitors to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.