Learn how to properly design your Indexed Universal Life (IUL) insurance policy to maximize tax-free benefits and ensure long-term financial stability. Join expert Doug Andrew as he shares his five decades of experience, common pitfalls to avoid, and strategies to turn your IUL into a powerful living benefit. Get valuable insights and tips on achieving financial goals with IUL. Don't miss out!
00:00: Introduction
01:19: History of Universal Life Insurance
02:19: Comparison of Whole Life Insurance and Mutual Funds
06:06: Tax Benefits Under Internal Revenue Code
10:07: IRS Scrutiny and Legislative Changes
14:00: Funding the IUL Correctly
17:10: Benefits of Self-Insuring
22:10: Want to learn more? Then get a free copy of my books!
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What To Watch Next
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14 июн 2024
