『What Is an IUL and Why Every Business Owner Needs to Know About It』のカバーアート

What Is an IUL and Why Every Business Owner Needs to Know About It

What Is an IUL and Why Every Business Owner Needs to Know About It

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Most business owners are looking for ways to protect their income, grow their wealth, and leave something behind for their family. Visit fortitudefinancial.co to build your estate plan and take the first step toward protecting everything you have built. What most business owners never hear about is one of the most powerful tools available to do all three at the same time. In this episode we break down Indexed Universal Life insurance and how business owners can use it as more than just a death benefit. We cover how an IUL builds cash value tied to a market index with a floor that protects you from losses, how that cash value grows tax deferred and can be accessed tax free, and how it fits inside your estate plan to protect and transfer everything you have built. If you have been looking for a way to grow wealth outside of the stock market, protect your business, and create a tax advantaged legacy for your family this episode is for you. What we cover in this episode: what an Indexed Universal Life policy is and how it works, how business owners use IUL for tax advantaged wealth accumulation, how IUL fits inside a trust for estate planning purposes, the difference between term life and permanent life insurance for business owners, how to use your policy cash value while you are still alive, and why an IUL inside an irrevocable life insurance trust protects your estate from unnecessary taxation. This episode is for informational purposes only and does not constitute legal or tax advice. Estate planning services provided by Fortitude Financial.

00:00 – Universal Life Insurance for Business Owners
01:48 – Building Your Cash Value Asset Base
03:04 – Using Life Insurance for Business Growth
05:08 – Universal Life Insurance & Estate Planning
07:27 – Wealth Transfer, ILITs & Legacy Planning
08:20 – Final Thoughts
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