Designing the Perfect IUL Policy: A Step by Step Guide

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Learn how to properly design your Indexed Universal Life (IUL) insurance policy to maximize tax-free benefits and ensure long-term financial stability. Join expert Doug Andrew as he shares his five decades of experience, common pitfalls to avoid, and strategies to turn your IUL into a powerful living benefit. Get valuable insights and tips on achieving financial goals with IUL. Don't miss out!

00:00: Introduction
01:19: History of Universal Life Insurance
02:19: Comparison of Whole Life Insurance and Mutual Funds
06:06: Tax Benefits Under Internal Revenue Code
10:07: IRS Scrutiny and Legislative Changes
14:00: Funding the IUL Correctly
17:10: Benefits of Self-Insuring
22:10: Want to learn more? Then get a free copy of my books!

What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer

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Please don’t stop educating, I am shooting to open a financial literacy program in Hilo, Hawaii one day. This information is pivotal

PlatinumDetailingServices
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New Producer here Doug from Hawai'i. As a licensed agent I know what I can share with my community & just thank you for All your teachings through all the decades. I'm new to this but never too late to learn & teach the present & future generations. Aloha 🤙🏾🌺

manifest.natasha
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I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?

-vvrv
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Thank you Andrew! I have your course and am studying….i just learned much‼️

jr_Renee
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I appreciate you Mr. Andrew. Thank you so much

RayShinesAlways
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Doug for younger clients do you start the policy with increasing and then leveled? Also do you include part of the death benefit in a term or all death benefit under the IUL?

enamoradoyessenia
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Hello Doug, Tried to sign up for your free book but there is no option for those of us who reside in U.S. Territories...why?

sjlfbeu
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Now that Bitcoin etf is approved,
What is the best strategy to enter crypto trading for someone with more or less than $5, 000 to invest?

ReedMyresDavid
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Young Cynthia Anderson Donna Lewis Cynthia

JavierWarren-qd