Helping military retirees understand the difference between the military Survivor Benefit Plan (SBP) and an Indexed Universal Life (IUL) insurance policy.
Exploring the steps necessary to create a War Chest Strategy, a combination of an FIA annuity and the IUL for Retirement.
In the world of life insurance, there are various types of policies to choose from, each designed to meet different needs and goals. One such policy is Indexed Universal Life Insurance (IUL), which offers a unique feature known as index crediting. In this blog post, we will dive deep into the basics of index crediting…
Life insurance is an essential financial tool that provides protection and financial security to individuals and their loved ones. However, choosing the right life insurance strategy can be a daunting task, especially considering the different life stages and unique circumstances each person may face. In this blog post, we will explore various life insurance strategies, including…
Today, we want to dive into a topic that is near and dear to our hearts: using Indexed Universal Life (IUL) insurance as a solution to the military retirement problem. In many of our videos, we have discussed the Survivor Benefit Plan (SBP) alternative as an introduction to the use of this powerful tool. While the…
Indexed Universal Life Insurance (IUL) is a type of life insurance that focuses on what happens while you’re alive, rather than just what happens after you pass away. It offers flexibility and allows you to save and invest at your discretion, making it a powerful financial tool for individuals and families. When you hear the term…
Indexed Universal Life (IUL) insurance has gained popularity in recent years as an alternative to traditional life insurance policies. It offers a unique combination of protection and financial growth, making it an attractive option for many individuals, especially for those concerned with financial planning for military retirees and seeking a Survivor Benefit Plan (SBP) alternative. In…
This video discusses Indexed Universal Life (IUL) insurance. Mike provides a high-level overview of IUL, explaining that it focuses on what happens while the policyholder is alive, not just after they die. IUL offers flexibility, allowing policyholders to save and invest funds at their discretion. The funds grow based on market indexes but with no…
Learn how Indexed Universal Life Insurance can provide more flexibility, options, and benefits compared to the government Survivor Benefit Plan.
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…