CHAPTER EIGHT
Eliminating Structural Risk
F
irst, let’s look at how IUL can address your structural risks. Remember that checklist my daughter and I created? The one that shows what an ideal retirement savings strategy
should have? Let’s add IUL to the mix and see how it performs.
401(k) / IRA
Roth 401(k) / IRA
Savings Ac- count
Money Market Fund
Indexed Univer- sal Life (IUL)
Meaning- ful growth Protection from bad markets Tax-free income Flexibility Low fees
X
X
X
X
X
X
X
X
X X
X X
X
Pretty amazing, right? That’s what I thought. My daughter, Rebecca, wanted to know more. “How on earth can it do all those things?” she wanted to know.
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