What matters most to you in your financial plan? Are you looking for competitive rates of return with protection against stock market drops? Or are you interested in access to capital, leverage, liquidity, and arbitrage? Is there someone in your life that you want to make sure is taken care of no matter if you are gone? If these are concerns for you, taking a look at indexed universal life policies would be to your benefit and be a valuable addition to your holistic financial plan.
In this episode of Money Script Monday, Brian explains his experience as an IUL owner and what benefits the policy has allowed him to take advantage of.
If you want to be sure that you'll have enough income to live the lifestyle you planned for, please fill out this Lifestyle Worksheet and discuss it with your financial advisor.
Resources Provided for This Episode
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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.