36 min
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL) Stay Wealthy Retirement Podcast
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- Investing
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."
These policies are confusing. And they sound WAY too good to be true.
So to get to the bottom of it ... I bought one!
I read the fine print. Did the math. And uncovered the ugly truth.
In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.
I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.
Over age 50? Need retirement + tax planning help?
👉 Get Started With a Free Retirement Assessment
To grab the links mentioned in today's episode, visit the show notes page.
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."
These policies are confusing. And they sound WAY too good to be true.
So to get to the bottom of it ... I bought one!
I read the fine print. Did the math. And uncovered the ugly truth.
In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.
I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.
Over age 50? Need retirement + tax planning help?
👉 Get Started With a Free Retirement Assessment
To grab the links mentioned in today's episode, visit the show notes page.
36 min