This video compares an IUL to a 401k - using a side-by-side - mathematical comparison.
Rememer, math is imperical - it doesn't lie.
This booklet tells you everything you need to know about IUL, and how it protect you and your family.
Be sure to keep scrolling down for even MORE educational videos.
No sales pitch here. You’re already on board with saving for retirement. My goal is to help you explore your options and make a well-informed decision about where to save. It’s not about me advising you; it’s all about helping you becoming educated and informed so you can make the decision where to put your money for retirement.
AND...
Booking an appointment doesn’t obligate you to anything. It’s merely a session to get your questions answered and I'll show you an sample case on the calculator. The only decision you’ll need to make is if you want to set up a second appointment to discuss a comparison of your current plan.
Carlsbad, California, United States
Today | By Appointment |
TEFRA, DEFRA, and TAMRA are three pieces of U.S. legislation that have significant implications for life insurance policies:
These acts collectively impact how life insurance is defined, the calculation of premiums, cash value, and death benefits, and they establish rules to prevent the use of life insurance as a tax shelter. Understanding these rules is crucial for policyholders and agents to avoid adverse tax consequences and to maximize the financial benefits of life insurance policies1.
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