IUL Decision Guide
How IUL Compares to Other Retirement Strategies
Honest product and strategy comparisons \u2014 not pitches. I tell you when IUL makes sense and when another option fits your situation better. Pick a comparison below.
IUL vs Roth IRA
Tax-free retirement account with annual contribution limits
Read the IUL vs Roth IRA comparison \u2192
IUL vs 401(k)
Employer-sponsored retirement account with pre-tax contributions
Read the IUL vs 401(k) comparison \u2192
IUL vs Whole Life Insurance
Permanent life insurance with guaranteed cash value and fixed premiums
Read the IUL vs Whole Life Insurance comparison \u2192
IUL vs Term Life + Invest the Difference
Buy cheap term, invest the premium savings in index funds
Read the IUL vs Term Life + Invest the Difference comparison \u2192
Not sure which strategy fits?
I'll run your actual numbers side-by-side. No hard sell \u2014 if IUL doesn't fit your situation, I'll tell you.
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