• Episode 151: Tax Free Retirement with Fixed Indexed Universal Life (FIUL)

  • Jan 30 2025
  • Length: 13 mins
  • Podcast

Episode 151: Tax Free Retirement with Fixed Indexed Universal Life (FIUL)

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  • Summary

  • How can you create tax free income and legacy for retirement? One of the most powerful tools is unfortunately not talked about enough. It is called Fixed Indexed Universal Life, and it has multiple benefits both while you are living and when you are gone.

    Key Takeaways:
    • Build tax free cash value
    • Surviving spouse tax free income replacement
    • Long Term Care benefits
    • Tax Free death benefit for your heirs
    • Not included in assets for college planning and the FAFSA
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