Discover how Indexed Universal Life (IUL) insurance can revolutionize your estate planning and maximize your wealth transfer. In this video, Doug Andrew reveals strategies to boost your legacy, optimize underperforming assets, and make larger charitable donations—all while minimizing insurance costs. Learn how to leverage IUL to enhance your financial future and leave more for your heirs.
00:00 Introduction
02:02 What is a Laser Fund?
03:14 Benefits of Using IUL for Estate Planning
04:25 Repositioning Underperforming Assets
06:08 IUL vs. Traditional Investments
07:16 Minimizing Insurance Costs
09:05 Replacing Traditional Insurance with IUL
10:06 Case Study: Optimizing IRAs
13:10 Maximizing Charitable Donations with IUL
14:01 Understanding Insurance Capacity and Premium Financing
16:10 Using Family Members for Insurance Capacity
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What To Watch Next
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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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