Bruce E Cox CPA

Everything You Need to Know About Tax-Free IULs in 5 Minutes or Less

Everything You Need to Know About Tax-Free IULs in 5 Minutes or Less

 

You might have heard of IULs and wondered how they worked, and if they were right for you! Some of you might have thought they were too good to be true, that there must be a catch. There is no catch, there are some trade-offs that most informed people are happy to live with.

There is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The Strategy works. The Tax-Free IUL can produce a Tax-Free Income You Won’t Outlive! The strategy has also been known to double, even triple after tax income compared to a 401(k) or 403(b) retirement plan.

The Tax-Free IUL is also known as The Tax-Free Pension Alternative or Living Benefit Life Insurance.