Discover the best way to access funds from an Indexed Universal Life (IUL) policy without depleting your wealth. Doug Andrew reveals the three ways you can access your IUL funds—the sad, dumb, and smart ways—and explains why the smart way can turn your IUL into a powerful tax-free income generator. Learn why structuring and funding your IUL properly is critical for maximizing tax-free returns.
00:00 – Introduction to the Three Ways to Access IUL Funds
02:23 – Versatility of IULs Beyond Retirement
05:04 – Importance of a Properly Structured IUL
06:30 – How Indexing Increases IUL Returns
08:35 – Maximizing Returns with Diversification and Rebalancing
10:17 – The “Sad Way” to Access IUL Funds
11:23 – The “Dumb Way” to Access IUL Funds
13:07 – The “Smart Way” to Access IUL Funds
17:12 – Get a Free Copy of “The LASER Fund”
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What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
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