Tag Archives: indexed universal life

Wall Street Math

  WALL STREET MATH By Michael Goodman On January 1, 1984, the S&P 500 stood at $164.93. Over the next 30 years, it grew to $1,848.36. The annual returns were: (read down the first column, down the second column, etc) … Continue reading

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The IUL Advantage – Case Study 1

I’ve been talking to a potential client and would like you to check my math and give your opinion. This woman is a healthy 37 year old with a good job who will have a nice pension when she retires, … Continue reading

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7 Things You May Not Know About Life Insurance and Annuities

7 Things You May Not Know About Life Insurance & Annuities 1. The death benefit in a life insurance policy pays out free of income taxes in most cases. (consult your tax advisor to make sure this is true for … Continue reading

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How Does An IUL Work?

How Does an IUL Work?

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