How to Properly Fund an IUL Policy Per the IRS Guidelines - Money Script Monday
Автор: LifePro Financial Services, Inc
Загружено: 2019-10-28
Просмотров: 26015
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LifePro Financial Services, Inc.
Phone: (888) 543-3776 | Email: [email protected] | www.lifepro.com
Indexed universal life (IUL) is a unique financial instrument with a number of important potential tax advantages including income tax-free death benefits, income tax-deferred growth of policy cash values, and income tax-free access to cash values through policy loans and/or withdrawals. The ability to take advantage of these tax-free benefits is largely governed by the following tax laws: TEFRA – Tax Equity and Fiscal Responsibility Act of 1982, DEFRA – Deficit Reduction Act of 1984, and TAMRA – Technical and Miscellaneous Revenue Act of 1988. These federal laws were passed to ensure that the tax advantages of life insurance are not misused or abused. In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA.
For a full transcription of the video, please visit: https://www.lifepro.com/Blog/PostId/1...
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