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Tag Archives: Is IUL Worth It

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Retired couple evaluating the complete IUL JUMP Strategy math, including funding, policy costs, loans, income sustainability, and legacy.

Is the IUL JUMP Strategy Worth It? The Full Retirement Math Test

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 30, 2026Leave a comment

Is the IUL JUMP Strategy worth it? Don’t answer that from one illustration or a 300% retirement-income claim. Put the strategy through the full retirement math test, including funding, loans, charges, underwriting, taxes, weak crediting, longevity, retirement income, and legacy.

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