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Category: IUL

link to What Are TEFRA And DEFRA Tax Citations?

What Are TEFRA And DEFRA Tax Citations?

Tetra and Defra tax citations are acronyms that stand for the Tax Equity Fiscal Responsibility Act of 1982 and the Deficit Reduction Act of 1984, respectively. These acts were created in response to...

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link to What’s The Minimum Amount You Can Invest In A Tax-Free IUL?

What’s The Minimum Amount You Can Invest In A Tax-Free IUL?

If you’re looking to invest in indexed universal life (IUL), you might wonder what the minimum investment is. According to a financial strategist I’ve followed, trained with, and put faith in...

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link to Why You May Consider Purchasing an Indexed Annuity

Why You May Consider Purchasing an Indexed Annuity

If you're interested in learning about annuities and indexed universal life (IUL), you've come to the right place. In this article, we'll be discussing the differences between annuities and indexed...

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link to Indexed Universal Life: A Reliable Retirement Plan?

Indexed Universal Life: A Reliable Retirement Plan?

Indexed Universal Life insurance is a type of permanent life insurance that offers a death benefit to beneficiaries, as well as a cash value component that can be used for retirement savings. It...

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link to What Does It Mean To Max-Fund An IUL?

What Does It Mean To Max-Fund An IUL?

Understanding IUL: Indexed Universal Life (IUL) is a type of life insurance policy that allows policyholders to accumulate money tax-free. By max funding an IUL policy, individuals can access...

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link to Why Rich People Choose IUL?

Why Rich People Choose IUL?

When it comes to financial planning, the wealthy have access to a variety of investment options that the average person may not even know exist. One such option is an IUL, or indexed universal life...

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