How Much to Convert? ..................................................................... 76 Confidence in My Choice ................................................................. 77 Too Good to be True? ............................................................................ 79 Truthful Scale ....................................................................................... 80 That’s What Neil Thought ................................................................ 84 Final Thoughts.......................................................................................... 87 Fat-Free Frozen Yogurt..................................................................... 87 What the Future Holds ...................................................................... 88 Determine if IUL Might Be a Good Fit for You ............................. 91 Finding the Right Help ...................................................................... 91 How Can You Decide? ....................................................................... 92 How Much Should You Allocate to This Strategy? ................... 92 How Should My Advisor and I Evaluate My Current IRA / 401(k)? ........................................................................................... 93 How Can I Compare Results to an IUL Policy? ......................... 93 If I Choose to Use IUL, How Should I Handle My Taxes?..... 94 How Should My IUL Policy Be Structured? ............................... 94 Feel Good About Your Choice ........................................................ 95 Pay It Forward .......................................................................................... 97 New Rules for the Next Generation .............................................. 97
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