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Individuals wishing to put away more than the $20,000 or so annually that is allowed in qualified plans are well advised to consider using Indexed Universal Life (IUL) instead. IUL also provides greater access to funds prior to age 59 1/2, eliminates investment loss, may become self-completing in case of disability, provides a death benefit, and through safe leverage provides the opportunity to grow their money with enhanced returns.

IUL works much like a Roth version of various qualified retirement plans. So long as your time horizon is at least 15 years (including years in retirement), we at The Duplifund Group think we can prove that, for most people, we have found a better way!


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The Duplifund Group