• Overview
• Services
• Contact

Social Security and Index Universal Life for Retirement

Index universal life insurance, along with your Social Security benefits, can provide you with tax-free income during your retirement. We can design a plan to meet your needs and budget.

Benefits of pairing your social security with an IUL policy include:

• Provides tax-free retirement income.
• Income can be used for whatever purposes you choose.
• Death benefit can help your family pay for funeral and other final expenses.
• Provides the opportunity to earn interest without risk.
• Can reduce the amount of your Social Security benefits that will be taxed.
• Premiums and death benefit are flexible, not fixed.
• Potential for long-term growth.

To learn more about using index universal life as a retirement income vehicle and receive a free quote, fill out the form to the right or call us today! Our insurance representatives will be happy to find a plan that fits your coverage and budget needs.

Note: Not all benefits are available in every state. Please ask your insurance specialist for more details.