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Index universal Life Policy Review

Get a Clear, Honest Assessment of Your Policy

Already Have an IUL Policy? Make Sure It’s Working for You!

An Indexed Universal Life (IUL) policy can be a powerful tool for building wealth and protecting your financial future—but only if it’s structured correctly.

Unfortunately, many policies are underfunded, overpriced, or poorly designed, leaving policyholders paying too much and getting too little.

That’s where I come in.

👉If I didn’t write your IUL, I can still help you make sense of it—with a professional review.

What’s Included in Your IUL Policy Review?

✅ Policy Cost & Structure Analysis – Are you overpaying in fees? Is your premium funding the policy efficiently?

✅ Cash Value Growth Potential – Are you maximizing your index options? Are there better strategies to help your policy grow?

✅ Lapse & Sustainability Check – Will your policy last, or is it at risk of failing?

✅ Interest Crediting Review – Are you benefiting from the best cap rates, participation rates, and floor protection?

✅ Personalized Recommendations – Understand your best options to improve, restructure, or replace your policy if needed.

📌 If your policy is in great shape, I’ll tell you that, too! My goal is to give you the truth, not sell you something you don’t need.

Who is this for?

🔹 You already own an IUL policy but didn’t get it through me.

🔹 You’re not sure if your policy is performing well or structured properly.

🔹 You’re concerned about fees, lapsing, or lack of cash value growth.

🔹 You want an honest, expert review—not a sales pitch.

How Much Does it cost?

✅ Current Clients & New Clients Who Want a Policy?
💰 FREE – I waive all fees for my current life, health and retirement planning clients. If you want to explore a new policy with me, your review is also complimentary.

🔹 Have an Existing IUL (Not Written by Me)?
📌 Basic Review: $149 – High-level analysis of fees, structure, and risks.

📌 Comprehensive Review: $349 – Full breakdown + a strategy session to discuss optimizations.

Get Peace of Mind—Book Your Review Today

Don’t leave your financial future to chance. If you’re not sure whether your IUL is working in your favor, let’s find out.

🚀 Schedule your IUL Policy Review now!

Risk-Free Growth

You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.

Tax-Free Income

This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.

Cashflow You Can't Outlive

If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.

Lets schedule a call on one page and then give access to some training material on another page.

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Pay off all your debt in a fraction of the time with your current budget!

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What this program is...

If you want to supplement your retirement with tax free income.
If you are concerned about taxation in the future.
If you don't want negative returns..
If you have maxed out qualified contributions.
If you are a business and are looking to insure key employees.
If you want to leave a legacy for your loved ones.

What this program is not...

This IS NOT a sales pitch to buy software.
This IS NOT a bi-weekly payment program or refinance.
This IS NOT an increase to your current monthly budget.
This IS NOT a mortgage modification, alteration or any other change to your current mortgage.