While many praise the benefits of Indexed Universal Life insurance for its ability to provide income to supplement retirement, there is a big caveat to acknowledge. The policy must be properly structured, funded, and designed for the specific policyholder and their unique situation to provide the most beneficial results.
So, what are some of the benefits and drawbacks of IUL? How can it be the most beneficial? As you will learn in this video, it depends on the policyholder's unique financial situation and what features would benefit them most.
In this episode of Money Script Monday, Brian provides a transparent explanation of IUL while demonstrating how it can create guaranteed income through different case studies.
Resources Provided for This Episode
Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!
Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.
Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!
Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. Guarantees are backed by the financial strength and claims paying ability of the issuing company.