Monthly Archives February 2016

The 411 on IULs

There are many new ways to use life insurance for financial planning, making it a powerful tool you can add to your arsenal. Perhaps of greatest interest to financial planners now are IULs or indexed universal life policies. IULs can provide a tax-free death benefit to designated beneficiaries. Considered as an asset class because a portion of the policy is indexed to a certain segment of the stock market, an IUL’s interest is credited to the policy based on that index’s market performance. For example, some IULs are indexed to the S&P 500. The index, and the way the investment
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