Learn how to ensure your Indexed Universal Life (IUL) policy is structured correctly for maximum returns and tax benefits. Financial strategist Doug Andrew shares expert tips, common mistakes, and solutions to optimize your IUL. Get a free book, join webinars, and discover how to audit your policy for superior performance.
00:00:00 - Introduction
00:01:47 - Purpose of IUL Policies
00:03:23 - Use of IUL for Living Benefits
00:06:14 - Structuring IUL for Maximum Benefit
00:08:18 - Typical Results of Properly Structured IULs
00:10:15 - Avoiding Modified Endowment Contracts (MEC)
00:11:05 - Regulatory Background and Compliance
00:12:25 - Insurance Costs Over Time
00:13:15 - Designing the IUL Bucket
00:13:35 - Compliance with TEFRA, DEFRA, and TAMRA
00:14:40 - Free Book: The Laser Fund
00:16:27 - Want to learn more? Then get a free copy of my books!
Go to: www.laserfund.com
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Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
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