iPhones, AI, social media, streaming shows/videos, EVs, and so many other new products were not an option only a few years ago. Your financial options change, too. When was the last time you shopped for a financial strategy for your money that best fits and most benefits your needs?
Using an indexed universal life insurance policy (IUL) as a financial strategy isn't new, it's just little known. The product, design, and US laws on which the strategy is based have been around for decades.
How Is It Different?
When you think of a life insurance policy, you may think of buying the most death benefit for the least amount of premium (cost). An advance-designed IUL works the opposite way because the goal is to maximize cash accumulation: a maximum premium with a minimum death benefit. Why? Because a Higher Peak strategy is designed primarily to maximize tax-free cash growth during your life while still providing a tax-free death benefit.
That advanced design creates a wide range of benefits no other single financial vehicle can match as shown in the following matrix.
You can learn more about our advance-designed IUL in our free Intro Guide.
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