Beginner's Lessons Learned while Buying IUL and Annuity
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Key Takeaway from comparing Index Investing vs. Life Insurance and annuities
Evaluating factors of cost and long term returns alone were incomplete because the regulatory and product features overlap only partially
Term/Whole Life Insurance | Indexed Universal Life
Term/Whole Life Insurance | Indexed Universal Life
In lieu of Term insurance offered by work, consider Term Life with option to be converted into Whole life policy.
IUL: Pay premium to buy tax and death benefits
Annuities = Self-funded pension
Annuities = Self-funded pension
New Term/ Concepts: Accumulation vs. Income Value
Income Value is set up to grow faster than accumulation and is used to calculate 4% payment at eligible retirement age. Accumulation is tied to the amount you put in.
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