36 min

10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL‪)‬ Stay Wealthy Retirement Show

    • Investing

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.

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.

36 min