Walk through a real IUL annual statement from a policy opened in 2012. See actual credited interest (fixed vs indexing), the exact fees, how “net amount at risk” is calculated, and what changes could lower costs going forward. We also model a conservative, hypothetical path to future tax-free income via indexed loans. No hype—just what’s on the statement and the math behind it. (Education only; not financial advice.)
00:00:00 – Understanding the IUL Policy
00:00:52 – Policy Details and Performance
00:02:04 – Policy Holder’s Contribution and Returns
00:02:59 – Understanding the Interest
00:05:16 – Understanding the Fees
00:06:20 – Death Benefit and Insurance Cost
00:08:37 – Looking Forward: In-force Illustration
00:11:34 – Understanding the Policy’s Future
00:13:36 – Conclusion
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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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