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Achieve Tax-Free Income with Proper IUL Structuring

Posted on July 24, 2024July 24, 2024 by Unknown user

To access your money tax-free from Indexed Universal Life, you want to use a policy loan.

There are essentially two types of loans: an Indexed Loan (aka Participating or Alternate Loan) and a Fixed Loan (aka a Zero Wash Loan).

Here I explain how a Fixed Loan works, where your policy is credited the same rate as the loan rate (thus the reason for the term Zero Wash Loan ).

If you’re feeling bearish about the market, then a Fixed Loan is what you’ll want to choose.

To learn more about policy loans and optimizing your financial strategies with properly structured, maximum-funded IUL, claim a FREE copy of my book, “The LASER Fund.” Visit laserfund.com to order your book (all you have to do is contribute toward the shipping). #shorts
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