What Is an IUL? Explaining Indexed Universal Life Insurance in Plain Terms

Indexed Universal Life (IUL) insurance combines life coverage with cash value growth linked to a stock market index, offering upside gains capped around 8-12% and downside protection at 0%. It uses conservative investments and options strategies to provide market participation without direct risk. While appealing for tax-deferred growth and retirement strategies, IULs have complex fees, costs, and performance variability, making them better suited for affluent individuals with sophisticated planning needs than average families.

Continue to full article