This is the simplest explanation of the benefits of a max-funded, properly structured Indexed Universal Life (IUL) policy. Learn how structuring it with minimal insurance and maximum cash growth can ensure tax-free growth, access, and transfer while protecting from market losses with floors and caps. Understand how withdrawals and loans work within an IUL, and why 95% of policies are not structured correctly. Comment questions below!
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The content in this video is accurate as of the filming date. Some of the offers/details mentioned may no longer be current. This is not investment advice.
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I make these videos not only to educate but to help promote my practice as a professional. I hope to build trust with viewers through the videos. I understand openly stating I am Catholic can be seen as a strategy to do that. I view it as building towards working with my ideal audience, people who share my Faith.
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