Are you looking to pay less taxes or even produce more tax-free income for your retirement? Or are you looking for a complete holistic financial plan that can create more wealth for your family in the future? Why not both?
There’s a lot of options out there and it could feel overwhelming at times trying to look around for the best long term strategies to protect and preserve you and your loved ones’ financial futures. In some instances, looking at an plans independently doesn’t do much for demonstrating how well it functions compared to other options you might be considering.
By diving into the IUL expense ratio, IUL expenses versus alternatives, and an IUL’s net rate of return all within the context of alternatives, it becomes more clear why an IUL could be your best strategy for your financial plan.
In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding.
Resources Provided for This Episode
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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.