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Curious about Indexed Universal Life (IUL) insurance and whether it’s a good investment strategy in retirement? In this episode, we explore how IUL policies work, their promises of market-linked cash value growth, and the potential tax perks that make them appealing. We also uncover the downsides—like hidden fees, capped returns, and policy complexity. If you live in Georgia and are weighing your options for retirement planning or wealth protection, this episode will give you a clear-eyed look at whether IUL fits your financial goals—or if it’s more risk than reward.
Don’t leave your retirement up to chance. Book a free call with Georgia Safe Retirement Planners and get personalized recommendations to safeguard your financial future.
Curious about Indexed Universal Life (IUL) insurance and whether it’s a good investment strategy in retirement? In this episode, we explore how IUL policies work, their promises of market-linked cash value growth, and the potential tax perks that make them appealing. We also uncover the downsides—like hidden fees, capped returns, and policy complexity. If you live in Georgia and are weighing your options for retirement planning or wealth protection, this episode will give you a clear-eyed look at whether IUL fits your financial goals—or if it’s more risk than reward.
Don’t leave your retirement up to chance. Book a free call with Georgia Safe Retirement Planners and get personalized recommendations to safeguard your financial future.