Bruce E Cox CPA

The IUL as a Tax-Free Emergency Fund

Creating a Tax-Free Emergency Fund

Tax-Free IULs work as a tax-free emergency fund. Flexibility is a hallmark of living benefits life insurance

Tax-Free IULs or Tax-Free Pension Alternatives Work as a Tax-Free Emergency Fund

Tax-Free IULs can produce a Tax-Free Income You Won’t Outlive and Act as a Tax-Free Emergency Fund. Flexibility is a hallmark of living benefit life insurance.

It is more than a supplemental retirement plan. The Wealthy use it as a liquid tax-sheltered way to preserve capital and earn a reasonable Rate of Return. It’s their safe money emergency fund!