Learn what can go wrong with an Indexed Universal Life (IUL) policy if it’s not structured and funded correctly. In this video, financial strategist Doug Andrew explains how to avoid common IUL mistakes, optimize returns, and ensure your policy works for you. Discover why working with a proficient advisor is critical to maximizing your IUL’s tax-free income potential and minimizing insurance costs.
00:00: Introduction
01:12: What Most People Want from Their IUL Policy
02:41: Avoiding Common Structuring Mistakes in IUL
03:24: The Importance of IRS Guidelines for IUL Success
04:15: Diversifying and Rebalancing for Higher Returns
05:27: Tax Citations You Need to Know for IUL Policies
07:09: Choosing the Right Company and Product for Your IUL
08:12: Why Inexperienced Advisors Can Cause IULs to Fail
10:25: Business and Real Estate Uses for IUL Policies
12:08: How Proper Structuring Leads to Tax-Free Income and Growth
16:36: 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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