Uncover the Hidden Wealth Potential of the IUL
Ever wondered why your financial advisor never mentioned this?
01
Limited Knowledge
Many financial advisors are simply unaware that such an account exists, let alone how to structure it so that it remains tax-free for you.
02
Biased Recommendations
Advisors often suggest financial products that their affiliated companies push them to promote.
03
Income Protection
They’re protecting their own income! With IRAs and 401(k)s, advisors earn commissions and fees on the deferred taxes, inflating your investment costs.
04
Missed Opportunity
Consequently, a staggering 99.93% of Americans don't have a compound interest account in place, while more than half rely on taxable 401(k)s or other tax-deferred retirement plans.
With a Tax-Deferred 401(k) or IRA…
You’ll face taxes either upfront or when you withdraw your income in retirement.
Your funds aren't easily accessible—withdrawals can result in hefty penalties.
Investment limits restrict how much you can contribute annually.
Your investments aren’t secure—market fluctuations can lead to losses.
You must report all earnings to the IRS, keeping Uncle Sam informed of every dollar.
Does It Sound "Too Good to Be True?"
Not at all. This is a very real, proven strategy.
In fact, the IUL isn’t a new concept. For over a century, wealthy individuals and families have leveraged these accounts to grow and transfer wealth, all within a legally tax-free framework.
Major banks like Wells Fargo, JP Morgan, and Bank of America hold more in these accounts than they do in real estate!
President John F. Kennedy was among those who utilized this strategy.
So did Presidents Taft, Cleveland, McKinley, Harding, and FDR (who held a significant portion of his estate—$562,142, equivalent to over $7 million today—in one of these accounts).
Even John McCain tapped into his account to fund his 2008 presidential campaign.
The IUL model has been utilized by successful entrepreneurs like McDonald's founder Ray Kroc, Walt Disney, and the Rockefeller family.
The real question is...
Are You Eligible for an IUL?
The IUL isn’t reserved for the ultra-wealthy…
However, setting up an account like this is possible only if you or your family meet certain qualifications.
To find out if you’re eligible, take our quick 30-second survey below.
Take the survey to find out if you qualify:
With a Compound Interest Account through an IUL…
You’ll never pay taxes on your growth or principal. Ever. (This is entirely legal when your account is correctly set up according to the current IRS tax code.)
Enjoy average historical returns of 5-7% annually. (Tax-free, and after fees and costs.)
Your account is GUARANTEED never to lose value. (Lock in gains when the market rises, but avoid losses when it falls.)
Your funds remain fully Liquid. (Access your money anytime, for any reason, without penalties—while your entire balance continues earning interest.)
No need to report withdrawals to the IRS. (The IRS doesn’t consider it income, so there’s no tax. It’s none of their business!)