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Audit Your Policy to Maximize Returns

Posted on July 9, 2024July 9, 2024 by Unknown user

In looking ahead to your financial future, Indexed Universal Life (IUL) can be a powerful tax-advantaged vehicle to help achieve your goals.

But it needs to be done right to deliver optimal results.

And that includes properly structuring and maximum funding your policy.

You wouldn’t believe the thousands of policies we audit where the amount of insurance the agent put on the person to maximum fund it was way more than needed under IRS guidelines.

As a result, these people are likely to net far less in tax-free earnings than if the policy were optimized.

If you want to know how to do this correctly, claim a free copy of my book, The LASER Fund.

Simply click on the link or visit laserfund.com, contribute towards the shipping, and I’ll cover the rest! #shorts
#3DimensionalWealth
#FoundationalHealth
#IntellectualHealth
#FinancialHealth

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