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Indexed Universal Life: The
next step for your retirement
You've got a 401(k), an IRA, and a term life policy. IUL ties it all together with extra retirement income, lifelong coverage, and significant tax advantages.
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Term
Life Insurance
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Provider
What you get with an IUL
Extra income for retirement
Grow funds alongside the market, up to 8.5% a year. Then, spend it tax-free.
Significant tax advantages
IULs grow tax-advantaged wealth, like 401(k)’s. Plus, loans are tax-free.
Higher funding limits
You can generally put more into your IUL than a 401(k).
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The smart way to diversify your retirement strategy
With steady growth potential and significant tax advantages, IULs help take your retirement plan to the next level.
401(k)
IRA
Brokerage
IUL