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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Maximize Your Pension & Benefits with the Military Retirement Blueprint

The Military Retirement Blueprint is the perfect knowledge library for career retiring military officers who want to make the most of their retirement. This specialized program provides training, guides, consulting, investment grade insurance strategies, financial & retirement planning, and more.