Learn how to structure your Indexed Universal Life (IUL) policy with lump-sum payments to maximize tax-free growth and income. Avoid costly mistakes and ensure your policy performs at its best by following Doug Andrew’s proven strategies. In this video, Doug explains how to avoid the pitfalls of inflating the death benefit, spreading lump-sum payments, and staying compliant with TEFRA and TAMRA guidelines.
00:00 Can You Deposit a Lump Sum into an IUL?
01:15 Benefits of IUL: Tax-Free Growth and Income
02:45 Mistakes Agents Make with Lump-Sum IULs
04:11 Calculating Maximum Contributions for Lump Sums
06:17 Situations for Using Lump-Sums in IUL
07:34 How Inflating Death Benefits Impacts Returns
09:02 Avoiding Low Net Returns by Properly Structuring IULs
11:18 Importance of Following TEFRA and TAMRA Guidelines
12:37 Final Tips & Get a Free Copy of “The LASER Fund”
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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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