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Indexed Universal Life Insurance - Table of Contents
Indexed Universal Life Insurance - IUL
What is indexed universal life insurance?
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Articles
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 Brokerage Margin Account Alternative to Banks for Premium Financing on Indexed Universal Life Insurance (IUL)
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
IUL for Estate Planning
IUL for Retirement - Indexed Universal Life Insurance offers Many Advantages over Time
IUL to Supplement Your 401k
Keep Good Executives - 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
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"
Duplifunding
Early Cash Value Rider
Guideline Premium Test and Cash Value Accumulation Test
Hedging
Historical Marginal Tax Rates
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
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