
Sign up to save your podcasts
Or
Join us as we break down what it really takes to build a $1 million retirement fund using IUL (Indexed Universal Life Insurance) versus traditional market investing. We explore how saving $17,852 annually over 25 years can lead to different outcomes depending on your chosen strategy.
Through practical examples, we'll show you why account balances don't tell the whole story and help you understand how IUL's unique features - tax efficiency, low volatility, and flexibility - compare to market investments for retirement income planning.
We discuss real scenarios from recent years, including market volatility in 2020 and 2022, to demonstrate how different retirement strategies perform under stress. If you've wondered whether you should focus on market investments, IUL, or a combination of both, this episode offers a straightforward look at the numbers and trade-offs you need to consider.
________________________________
If you'd like to take a look at a policy for yourself, we'd love to help, just click right here to contact us.
4.5
6969 ratings
Join us as we break down what it really takes to build a $1 million retirement fund using IUL (Indexed Universal Life Insurance) versus traditional market investing. We explore how saving $17,852 annually over 25 years can lead to different outcomes depending on your chosen strategy.
Through practical examples, we'll show you why account balances don't tell the whole story and help you understand how IUL's unique features - tax efficiency, low volatility, and flexibility - compare to market investments for retirement income planning.
We discuss real scenarios from recent years, including market volatility in 2020 and 2022, to demonstrate how different retirement strategies perform under stress. If you've wondered whether you should focus on market investments, IUL, or a combination of both, this episode offers a straightforward look at the numbers and trade-offs you need to consider.
________________________________
If you'd like to take a look at a policy for yourself, we'd love to help, just click right here to contact us.
543 Listeners
16,812 Listeners
409 Listeners
3,842 Listeners
826 Listeners
611 Listeners
980 Listeners
585 Listeners
416 Listeners
3,055 Listeners
518 Listeners
716 Listeners
1,838 Listeners
286 Listeners
130 Listeners