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Indexed Universal Life Insurance - Table of Contents
Indexed Universal Life Insurance - IUL
What is indexed universal life insurance?
(Click here.)
Articles
401(k) vs. IUL - Which is Better?
401(k), IRA, and other Qualified Plans
Accelerated Benefit Rider for Chronic Illness
Account Value vs. Cash Value - It's all about the Surrender Charge
The Cugro Program for Credit Unions
Disability Can Be Sudden and Devastating
Dollar Cost Averaging
Flexible Premium Contributions - an Important Advantage of Indexed Universal Life
Illustrating IUL Index Performance Responsibly
IUL and Leverage - Staying Out of Trouble
IUL - a Better Way to Play Catch-up for Retirement
Keep Good Guys - Strong Incentives to Retain Key Employees
Lost Decade - Sometimes Zero is your Hero!
Premium Financing - Ultimate Leverage
Quit Banks - Move Cash
Private Split Dollar - Family Split Dollar - Generational Split Dollar
TaxMelt
A Better Roth
529 Plan or IUL - Which is Better?
Whole Life or IUL - Which is Better?
Glossary
1035 Exchange
At Risk / Pure Risk
Bonus Interest Crediting - IUL
Buckets
Caps, Floors, Participation Rates, Thresholds, and Spreads
Carriers
Cost of Insurance - "COI"
Early Cash Value Rider
Guideline Premium Test and Cash Value Accumulation Test
Hedging
Historical Marginal Tax Rates
Hyperfunding
Index
Index Strategy
Internal Rate of Return (IRR)
Leverage
Minimum non-MEC Face Amount
Modified Endowment Contract - "MEC"
Participating Loans / Variable Loans / Index Loans
Point to Point / Point to Average
Waiver of Specified Premium Rider