Category Archives: Living Benefits (AKA “Accelerated Death Benefits”)
Using an IUL as an Investment Vehicle
Using an IUL as an Investment Vehicle This post is a response to all those naysayers who say that an Indexed Universal Life (IUL) policy cannot, or should not, be used as an investment tool. Let’s be clear here, the … Continue reading
Posted in IRS Code 7702, Living Benefits (AKA “Accelerated Death Benefits”), Non-Direct Loan Recognition
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Living Benefits (aka “Accelerated Death Benefits”)
An advance cash payment of a portion of the insurance before the insured person dies. It allows for financial assistance to the insured individual while he or she is still alive. Not all policies will cover all 4 categories. There … Continue reading
Posted in Living Benefits (AKA “Accelerated Death Benefits”)
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