Category Archives: Non-Direct Loan Recognition
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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Non-Direct Loan Recognition
Non-Direct Loan Recognition A “privatized banking” policy has a specific feature designed to allow the policy owner access to money through non-direct loan recognition from the insurance company. In other words, the insurance company will loan you money from their assets … Continue reading
Posted in Non-Direct Loan Recognition
Tagged Non-Direct Loan Recognition, Privatized Banking
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