Episode #231: How Should You Fund an IUL, With Your Money or Theirs?


 

When it comes to indexed universal life insurance, individuals have a plethora of options to choose from on how they can fund their policies. While paying for the policy outright may be the initial plan, using a bank to finance the retirement vehicle could allow you to leverage your money. But, how do you know if it’s the right option for you?

In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered.

Resources Provided for This Episode


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About Luke Geller

Luke Geller is a Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.