an indexed universal life (IUL) insurance account could be an option. IUL insurance has several benefits, including flexibility in premium payments, death benefit options and the ability to ...

IUL discussion/argument has a long history ... Conversely, annuities are designed to convert savings or other types of lump sum accounts such as a 401(k), individual retirement account or Roth ...

While IUL policies can be used to fund education ... Education savings plans, on the other hand, function more like investment accounts. You can invest your contributions in a variety of options ...

Now, let’s discuss a different way to strategically move pre-tax assets into tax-free accounts, specifically the IUL. This involves slowly withdrawing funds from your 401(k) plan or traditional ...

Discussions with clients who want to jump into the weeds about indexed universal life insurance and annuities are a lot of fun. Drew Gurley These clients are in close touch with their future.