Universal Life Insurance

Life Insurance Buyer’s Guide

This life insurance buyer’s guide can help you decide how much insurance you need when choosing a policy that addresses your needs and fits your budget. Common uses of life insurance include mortgage and income protection, legacy planning, asset protection, estate planning, final expense and wealth protection. Things to Consider Review your own needs and …

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Using an IUL as a tax-free retirement savings strategy

An Indexed Universal Life policy (IUL) provides market-linked gains without market-based risk because it’s not an investment in the stock market. With an IULs principal-protection guarantee, gains from the previous year are locked in and the principal cash value remains the same. To put it simply, even if the stock market crashes, there are no …

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