Whole Life vs. Indexed Universal Life

Thank you for your interest in downloading my “client” newsletter where I compare the pros and cons between WL and IUL. Those who believe IUL is a better product than WL when it comes to tax-free borrowing in retirement will like my article. To download a PDF of the article, click here. You have my permission to use this article with clients.

OnPointe IUL Comparison Software

If you are not using the industry’s best IUL comparison software, why not? It’s inexpensive if you pay for it yourself and if you are actively putting in IUL business with our IMO, you can get it for free! Click here to learn more and watch a video of how the software works!

The software compares IUL to brokerage accounts, tax-deferred IRAs and 401k plans, and can even compare to a Roth RIA/401k plans.

IUL Probability of Return Chart










If you haven’t downloaded this chart, you should. It’s got great data you can use to understand the potential returns of an IUL and it’s a piece you can also use with clients. Click here to download.