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Jun 24, 20234 min read
Why is an Index Universal Life policy more advantageous than a 529 College Plan?
Both an Index Universal Life (IUL) policy and a 529 college savings plan offer distinct advantages and cater to different financial...
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Jun 14, 20232 min read
What are the pros of an IUL structured for Tax-Free Retirement vs. a 401(k)?
Indexed Universal Life (IUL) structures can offer certain advantages for tax-free retirement income compared to a traditional 401(k)...
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Jun 14, 20232 min read
Why rolling your 401(k) over from a previous employer into a Fixed Index Annuity is a good idea
Rolling over your 401(k) into a fixed index annuity (FIA) can be considered a good idea for some individuals based on their financial...
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