Index Universal Life Insurance
A vehicle that helps you build predictable, safe, tax-efficient wealth for the rest of your life.GET A QUOTE
Safe & Steady
IUL Policy Example
IUL policies typically allow you to grow a portion of your premiums through allocation to an index. Insurers often offer a growth cap of 8-9% and floor of 0%. This allows for upside potential with downside protection. Did I mention it’s all tax-efficient?
A death benefit will be associated with the policy based on an individual's age and health.
Steady returns and long-lasting protection
Want some extra cash but don't want to sell your stocks or take out money from your retirement or your house? We offer IUL policies that offer a predictable growth trajectory for a portion of your premiums to use for retirement while offering protection that lasts a lifetime.