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TAX-FREE Retirement & Asset Protection: Inside a $3M IUL Strategy (Case Study)

Posted on June 3, 2025June 3, 2025 by Unknown user

Learn how a high-net-worth investor turned a flawed policy into a $3 M max-funded IUL, locking in tax-free retirement income, downside protection, and a $9M death benefit. Discover the steps, carrier secrets, and funding blueprint you can use today.

00:00:00 – Why the Wealthy Still Need Life Insurance
01:39:00 – Spotting a Poorly Structured IUL
03:03:00 – Living Benefits Over Death Benefit
04:06:00 – Choosing the Right Insurance Company
05:08:00 – Free-Look: Cancel & Replace Bad Policies
05:57:00 – Funding a $3 M IUL in 5 Years
07:14:00 – Diversify: Build a Tax-Free Bucket
09:09:00 – Liquidity & Downside Market Protection
10:57:00 – Accessing Cash
13:57:00 – Next Steps & Free L.A.S.E.R Fund Book

Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com

Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com

What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer

Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================

Ready to speak with a Specialist? Book a free Quick Consult here:
https://3dimensionalwealth.com/getstarted

Want to Learn More? Register For An Upcoming Event:
https://3dimensionalwealth.com/events

Claim Your Free Copy of The L.A.S.E.R. Fund Book
Go to: https://www.laserfund.com

Get a Free Copy of “The LASER Fund”

Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com

Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com

What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
https://youtu.be/_YkV1nnYKl8Get a Free Copy of “The LASER Fund” Book!
Go to: https://www.laserfund.com

Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com

Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com

What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer

Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================

Ready to speak with a Specialist? Book a free Quick Consult here:
https://3dimensionalwealth.com/getstarted

Want to Learn More? Register For An Upcoming Event:
https://3dimensionalwealth.com/events

Claim Your Free Copy of The LASER Fund Book
Go to: https://www.laserfund.comGet a Free Copy of “The LASER Fund”

Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com

Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com

What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer

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