In the The IUL Experiment, financial planner Andy Panko bought an IUL policy that's properly structured and funded with the goal of eventually borrowing against it in retirement. The goal of the experiment is to see if such a policy ultimately lives up to how it's pitched to work as a "tax-free retirement income" tool, or if it will fall short of hopes and expectations. In this webinar Andy shared what he's learned from researching and buying an IUL!
03.28.2023 - IUL
What Financial Planner Andy Panko's learned from his Indexed Universal Life ("IUL") Experiment
Presented by Andy Panko, CFP®, RICP®, EA, Tenon Financial