IRA-to-IUL Conversion Guide

Is an IRA-to-IUL conversion strategy a good option for your retirement funds?

Check out this eight-page guide to learn why a growing number of Americans are converting a portion of their traditional IRA funds into an indexed universal life (IUL) insurance policy. The guide:

  • Explains how an IRA-to-IUL conversion works, in simple language
  • Outlines four potential benefits of a tax-free vehicle like IUL
  • Lists six areas to consider before choosing an IRA-to-IUL conversion, including the need for death-benefit protection

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