Uncategorized

529 plans have become the tool of choice for putting away college funds for the kids or grandkids. There is another option that is not so well known, Indexed Universal Life( IUL), that overcomes some of the inherent limitations of a 529. There are several drawbacks to 529 plans. The money is invested in mutual …

IUL vs 529 Plan-The Flexible College Savings Plan Read More »

Life insurance has seven functions: First function is family protection, just like building a house to lay foundations, life insurance is the foundation of family financial planning and is indispensable. Second, permanent life insurance also has the function of accumulating funds, with money saved for future use. Both index-based universal life insurance (IUL) and whole …

Life insurance has seven functions: Read More »