Episode #255: IUL: The Swiss Army Knife of Retirement Planning


 

The most common misconception about life insurance is that it can only be beneficial at the time of the policyholder’s death. However, there are permanent life insurance policies such as indexed universal life insurance that focus on building cash value that can be used long before an individual passes away.

In this episode of Money Script Monday, Adam unpacks frequently overlooked tools within cash-value life insurance policies and how they can be utilized during the policyholder’s lifetime.

Resources Provided for This Episode


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About Adam Reyna

Adam Reyna is a Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.