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The difference between whole life and indexed life policy loans

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Whether you are trying to be your own bank or maximize tax free income, it is important to know the difference between loan provisions in whole life insurance and indexed life insurance. We also discuss what can go wrong with both types of policies. This video is part 2.
 

How policy loans work with whole life insurance and indexed life insurance from WealthForLife on Vimeo.

The difference between whole life and indexed life – video 1 of 2

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What is the difference between indexed life insurance and whole life insurance? Which one is better for income? For guarantees? This video looks at guarantees, flexibility and upside potential of whole life insurance and indexed life insurance. You’ll also see a summary of cash value over time and internal rate of return. This part 1 of a 2 part series.
 

The top three differences between whole life insurance and indexed life insurance from WealthForLife on Vimeo.

Building Income Streams part 2 of 3 – Case Studies

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Build income streams you can access before and after age 59.5. Also have multiple sources of capital you can access without restriction (like you will find in 401k/IRA). This can give you better access to your money to handle the ups and downs of life.

In this segment we also go over specific case studies comparing income streams from defined benefit plans and 401ks to tax free income from indexed universal life insurance plans. Successful professionals are increasingly building alternative income streams they can access before traditional retirement age. Read More

Creating tax free income with indexed life insurance

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From one of our live webinars, this is the most complete overview of indexed universal life insurance you will find on the internet. Details of growth strategies, cost structure and case studies. Denver Nowicz is one of the top experts in the nation on indexed life insurance and has been using these in the real world for 15 years.

The 401k Tax Deception Part I

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People have been told they can save money in taxes by maxing out a 401k or Defined Benefit Plan. These plans are not tax savings plans. You still have to pay the taxes in the future when you take out money. High income earners could end up paying more in taxes by waiting. Watch this video to learn how these plans really work.

Creating Tax Free Income with Indexed Life Insurance

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How to Create Tax-Free Income

Having a tax free income source will give you better access to your money if taxes go up, and reduce the taxes you pay in the future on your retirement income.

Indexed Universal Life Insurance is the premiere vehicle for creating tax free wealth:

  • Tax Free growth and income
  • No income or contribution limits
  • Double digit growth potential
  • Guaranteed against market losses
  • Unmatched ability to create tax free income streams
  • Much lower cost long term than many traditional investments

Retirement Taxation Pitfalls & Opportunities | Life Insurnace A

Resources to learn more: Read More