Indexed Universal Life (IUL) Inquiry

First Name *

Last Name *

Email *

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Your Date of Birth *

State of Residence *

There are 2 ways an IUL is funded - There are laws around amounts over periods of time.
Without committing, simply read & indicate which you are likely to prefer.
We can 1.) Structure you to be invested up to a certain amount by a certain point (eg. 1 million by year 5) OR
2.) Structure a range between a minimum payment & maximum contribution-limit, to match what you'll want to pay ongoingly (eg. $500/ mo. required premium - $1,250/ mo. maximum allowed)

Are you likely to prefer 1. Structured to a certain invested amount OR 2. Structured to an ongoing budget?

How are you most interested to use IUL?

Performance-based gain with 0-loss

Minimized tax-burden

Self-loaning without withdrawal or principal-diminish

Funding/ Securing a Trust

Self-banking without fees or interest

Cash-preservation, best legal within IRS-code, while awaiting pay-out to beneficiaries

Generally all of the above

Current Employment Status

Approximate Annual Income

An approximation ($X/ year)

Which is most accurate?

Health & Medical History *