One of the great things about properly structured, maximum-funded Indexed Universal Life is you can access cash from your policy for everything from business ventures to education and retirement.
But there’s a dumb way and a smart way to access that money.
Here I explain the difference: withdrawing vs. borrowing your money.
To ensure you’re accessing your money tax-free, you want to borrow it, using policy loans.
This why it’s important to work with an IUL specialist who can help you make wise choices with your IUL.
Want to learn more?
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