11 Sep Tax-Free Growth & Stability in Volatile Markets: WealthX IUL
Indexed Universal Life Insurance & Tax-Free Growth
- Ever since 1980, investors have been reaping the rewards of IUL (Life Insurance) policies, like the WealthX IUL from The Policy Shop, enjoying average rates of return income tax-free of 9.62%. But what exactly happened in 1980? This was the year EF Hutton introduced the concept of universal life insurance, setting the stage for the evolution of WealthX IUL policies. As interest rates began to decline in America, the need for a new approach to policy design emerged, leading to the introduction of indexing in 1997.
- The WealthX IUL policies, offer policy holders the opportunity to participate in market gains while providing downside protection. By diversifying and rebalancing their portfolios, policy holders have achieved remarkable average rates of return, with some exceeding 11.17%. Even at a more conservative rate of 9.6%, investments double approximately every 7.5 years, showcasing the power of compounding.
- To learn more about the benefits of WealthX IUL policies and how they can help achieve financial goals, The Policy Shop offers a complimentary resource & valuable insights into the principles behind WealthX IUL policies and how they can be leveraged to build tax-free income.
- “Since 1980, WealthX IUL has empowered investors with tax-free returns averaging 9.62%. With indexing innovation in 1997, our policy offers remarkable growth potential and downside protection, delivering returns exceeding 11.17%. Experience the power of compounding. Explore our insights for financial success.”– Jonathan Globerman, Co-Founder & CEO | The Policy Shop
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*Is buying indexed universal life insurance (IUL) the right move for you? While you may be drawn to the financial benefits IUL offers, taking the next step can feel daunting without a deeper understanding. If you’re still curious after reading this article, consider consulting The Policy Shop, the top-rated IUL professionals. They can help show you all the benefits the WealthX IUL policy can add to your financial strategy.
The WealthX IUL Policy is an excellent option for those seeking life insurance protection with the potential for higher cash value growth compared to whole life or traditional universal policies.
Additionally, buying the WealthX universal life insurance allows you to make tax-advantaged contributions beyond your maximum retirement account limits. In retirement, accessing your WealthX IUL’s cash value tax-free can supplement your income, affording you the freedom to travel or pursue other activities.
For more information on indexed universal life insurance, consult with us, we will provide the details you need to confidently move forward. Make informed decisions about your financial future with the Policy Shop. #IndexedUniversalLife #LifeInsurance #RetirementPlanning #TaxAdvantages #ThePolicyShop