Indexed Universal Life Insurance
cash value life insurance

Is Indexed Universal Life A Good Investment?

Life insurance is one of the most important purchases that you’ll ever make for the future of your family. It’s one of the few ways that you can ensure your family’s protection, regardless of what happens to you. When you’re looking to get life insurance, there are dozens of different kinds of policies that you’ll…
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indexed universal life

How to Use Indexed Universal Life for Long-Term Care Insurance

Life insurance is one of the single most important purchases that you’ll ever make for your loved ones. It’s one of the only ways that you can ensure that your family is going to be taken care of, regardless of what happens to you. Without proper life insurance, your family would be left with thousands…
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702(j) retirement plan

1035 Exchange to the Rescue [Best Proven Insurance Hack]

The IRS allows you to exchange a life insurance policy that you own for a new life insurance policy without having to pay any tax on the gain as long as the insured and the owner remain the same on both policies.  This is referred to as a 1035 exchange and can be a huge…
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about a Roth IRA

Imagine what you didn’t know about a Roth IRA

Most of you out there have heard about a Roth IRA. It is one of the most popular retirement savings options available today. When you set up a Roth IRA, your contributions are made with after-tax dollars and your withdrawals after 59 ½ are income tax-free. This is completely opposite from the traditional IRA where…
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Indexed universal life or a 401k?

Indexed Universal Life or a 401k? [Which is Better in 2020]

Have you ever stopped to wonder if all that money you’re putting into your 401k is really the best thing you can do to make sure that you have enough money to retire on? Will you outlive your money? Is your savings safe from another market downturn? Indexed universal life or a 401k? Millions of Americans…
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