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Category Archives: Indexed Universal Life Insurance

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  3. Category "Indexed Universal Life Insurance"

IUL JUMP Strategy featured image showing upward steps and an arrow representing potential policy growth

What Is the IUL JUMP Strategy and How Does It Work?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 21, 2026Leave a comment

The IUL JUMP Strategy uses a Matching Indexed Participating Loan feature designed to change how policy loans interact with indexed crediting. Learn how the strategy works, what the projections mean, and what can go wrong.

Matching IUL versus 401(k) hypothetical projected monthly income comparison of $9,138 and $3,245

IUL vs. 401(k) or IRA : $9,138 vs. $3,245 in Monthly Retirement Income

Indexed Universal Life Insurance, Tax-Free Retirement PlanningBy Dr. Dylan FosterSeptember 11, 2026Leave a comment

Compare a Matching IUL projection of $9,138 per month with a $3,245 401(k) calculator result, and learn the assumptions, mechanics and risks.

IUL vs Roth IRA comparison for tax-free retirement income

IUL vs. Roth IRA: Which Is Better for Tax-Free Retirement Income?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 10, 2026Leave a comment

Compare an IUL with a Roth IRA, including tax treatment, contribution rules, market exposure, costs, access to money and death benefits.

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