Learn how high-net-worth retirees generate $100,000 of tax-free income every year using a properly structured Indexed Universal Life policy. Doug Andrew breaks down IRS sections 72 & 7702, TEFRA/DEFRA/TAMRA, indexing, and tax-free loans—protecting wealth while beating market volatility.
00:00:00 – The Zero-Tax $100K Strategy
00:01:01 – IRS Code 72/7702 Foundations
00:01:53 – TEFRA, DEFRA, TAMRA Rules Decoded
00:03:06 – Designing a Cost-Efficient IUL
00:05:13 – $500K Funding Timeline Example
00:09:21 – Historic 9% Returns & Rule of 72
00:10:17 – Scaling to $200K/Year Tax-Free
00:11:06 – Indexing: Upside Gains, Zero Losses
00:14:17 – Option Budget & Safety Net
00:17:08 – Tax-Free Policy Loans Explained
00:19:14 – Next Steps: Book & Webinars
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Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
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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Ready to speak with a Specialist? Book a free Quick Consult here:
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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