Life Insurance For Retirement

Life insurance has several benefits besides just leaving money behind for your beneficiaries. In fact, life insurance for retirement may be able to act as a source of income for you while you are still alive. It may make a good alternative way of earning a reasonable rate of return.**

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Indexed Universal Life Insurance For Retirement

Based on your specific situation, of course, an indexed universal life (IUL) insurance policy may be able to play a part in your retirement strategy. One of the major benefits of an IUL is tax-free* income. Remember, an IUL is an insurance product, which means different tax rules apply to it than a typical retirement account. Furthermore, you may be able to move some of the money in your traditional retirement account, such as a 401(k) or IRA, into an IUL policy instead.

happy senior couple running on the beach life insurance for retirement germantown wi
grandpa at the end of the dock with his granddaughters while he fishes indexed universal life insurance for retirement germantown wi


  • Market loss will not reduce the cash value of your IUL
  • You will have the ability to lock in what you accumulate
  • Tax-free* growth in cash value
  • Tax-free* access to both principal and interest
  • You may fund it all at once, or over time
  • No fines or fees for accessing funds before age 59 1/2
  • Death benefits are also tax-free*
  • Beneficiaries receive payments directly, no probate court
  • Payment could be received in one lump sum, or in installments
  • The death benefit could potentially increase with time
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