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Diversified Strategies Using Indexed Universal Life
Season 2024
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Life insurance is often thought of simply as a tool that can help in the event of a death. But In addition to offering death benefit protection, indexed universal life (IUL) insurance policies also have the potential to build tax-deferred accumulation value based on interest received. So, it can create the opportunity for an additional source of funds that may be available to help your clients throughout life so they may be better positioned to respond to needs such as unplanned major expenses, helping with college tuition, or supplementing the lifestyle your clients want in retirement. Corey Luke joins Kurt Fasen to discuss how Indexed Universal Life provides:
Join our webinar to learn about:
- PROTECTION: The death benefit can help loved ones maintain their standard of living and is generally income-tax-free for your beneficiaries.
- ACCUMULATION: The potential to build tax-deferred accumulation value that is protected from market downturns.
- FLEXIBLE ACCESS: Any available cash value that’s accumulated in your policy can be accessed via policy loans or withdrawals to help supplement college funding, retirement, or other financial needs.
We’ll also share six potential diversified strategies using IUL and take a look at how various strategies would have performed at pivotal economic points in history. And, we’ll also talk about some exciting news about the Allianz product suite with the launch of Allianz Life Accumulator™.
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