Index Universal Life Insurance

Life Insurance Retirement Plan, under Internal Revenue Code Section 7702

Funded with: Index Universal Life Insurance

Policy Highlights

Flexible Premiums
Adjustable Death Benefits
Guaranteed Minimum Interest
Guaranteed Maximum Charges
Current Interest - set by the insurance company, either a portfolio yield or new money rate, market sensitive, can be increased or decreased by the insurance company as often as monthly.
Index Linked Interest - market sensitive, with participation rates and/or interest rate caps set at the discretion of the insurance company. Potentially higher interest than current fixed yields, with a hard floor (returns can never be less than zero). Guaranteed minimum interest may be higher than actual returns, upon surrender.
Current Charges - costs of insurance and administrative charges may be lower than the guaranteed maximum in the policy, subject to change by the insurance company, and will vary based on the company’s mortality experience and expenses.

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