What You Need to Know About IUL Insurance Policy Loans

Wed, Dec 16, 2020 @ 12:00 PM

If an indexed universal life (IUL) insurance policy is structured properly, loans could be one of the most important features of an IUL for the right person and right circumstances.

And it could be especially important right now as clients may be looking for extra sources of income -- wondering what they own and how they can access it.

One source they may not have considered is an IUL. The distributions from an IUL can be a tax-friendly way to access money when a client needs it. However, there are many nuances to IUL loans and it’s extremely important to understand all the ins and outs before speaking to your client.

In this post, we’ll cover what you need to know about IUL loans so that you can help clients decide if this might be a good option for them.

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This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.