One of the uses of IUL is to fund it for college expenses. Once money is withdrawn from the policy to pay for college expenses, the college graduate then takes over the funding of the policy during his/her working years. Here the magic of compound interest without taxation over a 40 year time horizon comes into play assuming a properly structured lndex Universal Life insurance policy! Wait to you see the projected tax free retirement income that can be generated from such an arrangement!
Clients seem to love the fact that the principal is protected from down markets and upside growth that is possible. Liquidity is important to them as well and locking in the child’s insurability.
We’ll show you a wonderful PowerPoint presentation along with the College Cost Funding Calculator tool that together will knock the socks off of your clients!
Learn more by contacting us at 949.544.2500 and don’t forget to register to access our intellectual property here at TheSolomonSchool.