Why IUL Is My Favorite Long-Term Financial Vehicle

For long-term goals like retirement, nothing beats a properly structured, max funded Indexed Universal Life (IUL) policy.

It lets you accumulate money tax-free under Section 72(e), access that money tax-free under Section 7702—often generating $80K to $100K per year for every $1 million.

And when you pass away, it transfers income-tax-free under Section 101(a), often increasing in value.

These tax advantages have been in the code for over a century—and that’s why IUL is my favorite vehicle.

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