What if you don’t fully fund your IUL policy?
It’s flexible!
Let’s say you’re planning to max fund an IUL with $500,000 over five years (s $100,000 annually, under IRS guidelines for tax-free growth and income).
But you pull up short after Year 4.
No problem! It will just impact your net earnings. At 80% funding, for example, you might gross 11% and net 8% due to higher insurance costs.
Or, you could opt to adjust the death benefit to align with $400,000 funding, optimizing performance.
This flexibility ensures your policy adapts to your situation.
Claim your FREE copy of The LASER Fund at laserfund.com to learn more!
#shorts
#3DimensionalWealth
#FoundationalHealth
#IntellectualHealth
#FinancialHealth