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What is the Difference Between an Indexed Fund and Indexed UL
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When talking about different strategies and financial instruments, sometimes the words can get jumbled together and sound alike making things confusing.
In this video, I will teach you exactly what is the difference between an Indexed Fund and Indexed Universal Life.
In viewing this, you also will understand why it is CRITICAL that you work with a properly trained IUL advisor that has YOUR goals and dreams in the fore-front to assure you are taking advantage of the favorable tax treatment.
To your abundance!
Doug Andrew
Key Moments In This Episode
========================
0:00 Introduction & Summary
2:25 The common misconception...
7:33 What's the difference?
9:38 The general account portfolio
11:06 The power of linking
14:01 Get Your Copy of The LASER Fund!
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax Free Returns that are Safer & Higher than Banks Offer
Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================
Ready to speak with a Specialist? Book a free Quick Consult here:
Want to Learn More? Register For An Upcoming Event:
Claim Your Free Copy of The LASER Fund Book
Learn How to Diversify and Create the Foundation for a Tax-Free Retirement
Are you a Financial Professional? Register for the upcoming training:
How to Lead Your Family/Business from “ME” to “WE”
Visit Doug Andrew’s websites:
DISCLAIMER:
With any mention of The LASER Fund, maximum-funded tax-advantaged insurance contracts, or related financial vehicles throughout these videos, let it be noted that life insurance policies are not investments and, accordingly, should not be purchased as an investment.
Where appropriate, authentic examples of clients' policies have been incorporated, with names changed or hidden to safeguard privacy. Additionally, past performance of existing client policies do not indicate or predict future returns. You should use caution in applying the material contained in this video to your specific situation and should seek competent advice from a qualified professional. Accordingly, the authors and publisher assume no responsibility for actions taken by readers based upon the information offered therein.
In this video, I will teach you exactly what is the difference between an Indexed Fund and Indexed Universal Life.
In viewing this, you also will understand why it is CRITICAL that you work with a properly trained IUL advisor that has YOUR goals and dreams in the fore-front to assure you are taking advantage of the favorable tax treatment.
To your abundance!
Doug Andrew
Key Moments In This Episode
========================
0:00 Introduction & Summary
2:25 The common misconception...
7:33 What's the difference?
9:38 The general account portfolio
11:06 The power of linking
14:01 Get Your Copy of The LASER Fund!
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax Free Returns that are Safer & Higher than Banks Offer
Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================
Ready to speak with a Specialist? Book a free Quick Consult here:
Want to Learn More? Register For An Upcoming Event:
Claim Your Free Copy of The LASER Fund Book
Learn How to Diversify and Create the Foundation for a Tax-Free Retirement
Are you a Financial Professional? Register for the upcoming training:
How to Lead Your Family/Business from “ME” to “WE”
Visit Doug Andrew’s websites:
DISCLAIMER:
With any mention of The LASER Fund, maximum-funded tax-advantaged insurance contracts, or related financial vehicles throughout these videos, let it be noted that life insurance policies are not investments and, accordingly, should not be purchased as an investment.
Where appropriate, authentic examples of clients' policies have been incorporated, with names changed or hidden to safeguard privacy. Additionally, past performance of existing client policies do not indicate or predict future returns. You should use caution in applying the material contained in this video to your specific situation and should seek competent advice from a qualified professional. Accordingly, the authors and publisher assume no responsibility for actions taken by readers based upon the information offered therein.
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