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Why Repositioning Funds into an IUL is Smarter

Posted on September 27, 2024September 27, 2024 by Unknown user

Imagine putting just $1,000 a month into a properly structured, max-funded IUL policy.

Here I explain how even a moderately modest policy can provide a valuable death benefit as well as access to tax-free cash for just about anything your family needs.

Now, what if you have a 529 plan?

If you reposition that money into an IUL, you can still earmark it for college, but here’s the kicker…

If your kids don’t need it for college, they can use it tax-free for other needs, like a home down payment, to start a business, etc.

And with an IUL, if you pass away, the death benefit transfers totally income-tax-free.

This flexibility makes an IUL far superior for funding life’s big moments, no matter what happens.

To learn more about how an IUL can benefit you, get a FREE copy of “The LASER Fund.”

Just contribute to the shipping, and I’ll send it your way! Visit: laserfund.com #shorts
#3DimensionalWealth
#FoundationalHealth
#IntellectualHealth
#FinancialHealth

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