An IUL, opened in 2008, now shows ~$2.7M cash value, ~$3.3M death benefit, and quarterly fees ≈$3.2K. In this statement deep dive, Aaron Andrew breaks down real-world fee math (net amount at risk), allocation choices (1-yr, 2-yr, prior 5-yr), a conservative 5% in-force projection, and a retirement income plan using withdrawals-to-basis then wash loans. See exactly how design choices affect costs and cash flow—without market downside.
00:00:00 – Introduction
00:00:25 – Policy Statement Overview
00:01:03 – Policy Details and History
00:01:38 – Policy Payments and Benefits
00:02:35 – Policy Fees and Benefits
00:02:55 – Policy Summary and Current Value
00:05:43 – Policy Returns and Investment Accounts
00:08:04 – Policy Future Projections
00:08:58 – Policy Fees and Expenses
00:13:35 – Conclusion
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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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