INDEXED UNIVERSAL LIFE

WHAT IS INDEXED UNIVERSAL LIFE?

An IUL - (Indexed Universal Life) is a type of permanent life insurance policy that when funded properly, provides coverage for your entire life. It also allows you to build cash value within the policy that you can access tax free for any purpose. Often referred to the “Swiss Army Knife” of life insurance policies, the IUL offers flexible premium payments and indexing which allows the cash value to track an index like the S&P 500. This provides upside potential of the market with downside protection during market corrections or crashes.

An IUL - (Indexed Universal Life) is a type of permanent life insurance policy that when funded properly, provides coverage for your entire life. It also allows you to build cash value within the policy that you can access tax free for any purpose. Often referred to the “Swiss Army Knife” of life insurance policies, the IUL offers flexible premium payments and  indexing which allows the  cash value to track an index like the S&P 500. This provides upside potential of the market with downside protection during market corrections or crashes.

The IUL also features Living Benefits which protects your income and grants you access to your death benefit if you become sick or injured. Whether you are building a tax free retirement, saving for college education, purchasing real estate or anything in between an IUL can be a great solution for your Life Insurance and wealth building needs.

“If you aren’t working on building your wealth, then who is?”

50%-70%

TAXES CAN POTENTIALLY INCREASE BY 50%-70% IN THE NEXT 10-10+ YEARS

2037

SOCIAL SECURITY WILL BE PROJECTED TO REACH INSOLVENCY BY 2037

90%

OF AMERICANS DON'T HAVE LIVING BENEFITS ON THEIR POLICY, LEAVING THEIR INCOME EXPOSED TO MEDICAL ILLNESSES & BILLS

THE BENEFITS ARE SIMPLE

LIVING BENEFITS PROTECT YOUR ABILITY TO EARN INCOME IF YOU BECOME SICK OR INJURED

FLEXIBLE PREMIUMS

INDEXED RETURNS & TAX FREE ACCESS HELPS SUPER CHARGE YOUR CASH VALUE

MEET CLARISSA

I’ve maxed out my 401k and my business is rapidly growing. I searched for vehicles to grow my wealth and still have tax advantaged treatments and when I learned about the IUL I knew it was exactly what i was looking for. My GoldLine agent helped me apply for $2,500,000 of IUL coverage without having to do a blood and urine exam and I was approved in 4 days! Knowing that the policy came with living benefits was the cherry on top- giving me peace of mind that I have a plan B if I get sick or injured along the way.

Clarissa, Irvine, CA