- The benefits of moving Qualified Plan assets to a principal protected Indexed Universal Life Policy.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Examine the advantages of transferring Qualified Plan assets to a principal-protected Indexed Universal Life (IUL) policy.
- Evaluate how an IUL policy provides tax-deferred growth, downside protection, and potential income benefits.
- Analyze key considerations and strategies for utilizing IUL policies as part of retirement and estate planning.
Major Topics
- The benefits of moving Qualified Plan assets to a principal protected Indexed Universal Life Policy.
