INCREASE AND RESTORE GENERATIONAL WEALTH WITH AN IUL

What is IUL?

Indexed universal life insurance (IUL) is a type of permanent plan with a savings component. Unlike some traditional life insurance plans, indexed universal life insurance allows the policyholder more input on how the cash value grows. With indexed 

universal life insurance, you are able to place part of your savings in a standard, tax-deferred, cash-value account and segment another portion into an account that grows based on a chosen index.

This type of financial strategy is  most appealing to:

 Affluent or emerging affluent clients ages 30 to 65 years, looking for:

• Higher returns on cash value
• Permanent death benefit protection
• Executive benefits and business planning
• Supplemental savings
• Long-term care coverage and living benefits

Maximum issue age:

• Insured, 85 years
• Owner, any age

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