Tax Deferred
Many of our clients today are looking for ways to use Indexed Universal Life Insurance (IUL) as a way to build an IUL tax free income retirement, save for college, or have cash in hand during an emergency.
Maybe you are looking to build up a college savings fund for the kids or grandkids, or to finance your major purchases, or begin your retirement.
Imagine getting a paycheck each month at retirement and not having to pay any income taxes.
Although IUL is life insurance, most policyholders use it as a vehicle to accumulate wealth to later fund retirement with tax-free dollars.
Universal Life Insurance