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.
Join Andy as he shares what he's learned from researching and buying an IUL! Some of what Andy will include the following:
- Why he bought the policy largely as an "experiment"
- All aspects of the policy to educate others as to what's in IULs and how they work
- The performance and changes of the policies terms over time, particularly relative to the initial illustration/expectation