Stay Wealthy Retirement Podcast

10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)


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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.

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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

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