Funding Retirement

Primary Risks

Unknown Income Tax Rate - While funding or during distribution

Loss of Principle - Market corrections or investment losses

Sequence of Returns - Timing of market corrections

Correctly Designed Max Funded IUL

- No contribution limits

- Tax free growth

- Tax free income at retirement

- Tax free access to cash without penalty

- No RMDs

- Protection from market volatility

- Access to death benefit in event of serious illness

- Pass on money to heirs income tax free