An Indexed Universal Life (IUL) insurance policy can be a powerful wealth accumulation vehicle that comes with unique tax advantages, empowering you to create a retirement income that’s free from the burden of taxes.

Tax-Free Retirement with IUL provides you with the opportunity to participate in market-linked growth. The cash value of your policy is tied to market indices, allowing it to grow over time. An indexing strategy allows the safety of a 0% floor, meaning that the worst your cash value can be credited in any period is 0%. With the indexed strategy, you never lose a dime of your accumulated cash value due to a downturn in the market. This means that as the market performs well, your retirement savings have the potential to increase. Conversely, if the market performs poorly, your retirement savings are protected from losses.

An IUL designed for tax-free retirement offers tax advantages, market-linked growth potential, and the flexibility you need to build a financially secure retirement. Start planning for the retirement you deserve and enjoy the peace of mind that comes with tax-free income.