WHAT IS AN IUL?
Who is it right for? What are the tax advantages? Why not just invest in the stock market? How does the company make money if there are no fees?
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About Indexed Universal Life Insurance
A RICH MAN'S ROTH IRA
Properly structured Indexed Universal Life Insurance can be one the greatest financial tools in existence if used correctly. An IUL is different from a Roth IRA, because it has no contribution limits, meaning you can put as much into the investment as you would like. An IUL also has no risk, The way an IUL works is the initial principal and interest credited is guaranteed by an insurance company. This provides a stop-loss for your portfolio while still allowing the opportunity for exponential growth through index strategies. Another way an IUL differentiates itself from a Roth is there is no age limitation to take distributions, meaning you can collect passive income from this investment as early as 7 years after funding. With a traditional Roth, you would have to wait until age 59 1/2. What a Roth and IUL have in common is tax-deferred growth and tax-free income, thus making an IUL the better choice for wealth creation.