Properly structured means that if your primary objective for taking out an Indexed Universal Life (IUL) policy is for tax-free accumulation and then to turn on tax-free income, it’s designed for living benefits, not just the death benefit.
Under IRS rules, you’re taking the least amount of insurance the IRS will let you get away with under three tax citations: TEFRA, DEFRA, and TAMRA. And you’re going to put in the most premium the IRS allows as fast as they allow under the TAMRA tax citation.
When you do that properly and rebalance, if you were to earn 11%, you’d net 10%. If it’s not properly structured, you’d be lucky to earn 8% and only net 2% or 3%.
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