Solving the Military Retirement Problem: An Introduction to Indexed Universal Life Insurance

Solving the Military Retirement Problem: An Introduction to Indexed Universal Life Insurance

Mike, Scott, and Trevor summarize the concept of Indexed Universal Life insurance (IUL) as a tool to solve the military retirement problem. Mike provides a high-level overview of IUL, explaining that it allows clients to save and invest tax-free while providing liquidity and risk protection. Scott mentions that IUL gives clients better outcomes compared to the Survivor Benefit Plan. Mike shares an illustration showing how IUL can provide a larger lump sum death benefit compared to the SBP. They discuss how clients rarely hear about IUL due to a lack of access and transparency within the financial industry. Mike explains his role as a broker representing multiple carriers to design the most appropriate solution for clients.

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