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Tag Archives: Policy Loans

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  2. Entries tagged with "Policy Loans"

An IUL JUMP pathway bypasses one missed checkpoint while preserving earlier progress and continuing toward future opportunities.

Why a Missed IUL JUMP Doesn’t Necessarily Reset the Strategy

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 25, 2026Leave a comment

Missed your next IUL JUMP? That does not necessarily mean starting over. Learn how the strategy can pause at the matching-loan level already achieved, what happens to prior loans, and why the retirement projection should be rerun.

Balanced comparison of an IUL life insurance strategy and an annuity for retirement income.

IUL vs annuity for retirement

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 23, 2026Leave a comment

IUL or annuity for retirement? Compare income guarantees, taxes, liquidity, market exposure, policy loans, legacy value and retirement-income potential before deciding.

Side-by-side shields comparing IUL index-linked crediting and downside floor with VUL direct market exposure and investment volatility.

IUL vs. Variable Universal Life (VUL): What’s the Difference for Retirement?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 23, 2026Leave a comment

IUL and VUL can both build cash value, but they take very different approaches to market exposure and risk. See how those differences can affect retirement income.

Balanced scale comparing IUL index-linked growth potential with whole life’s steady guaranteed cash-value structure.

IUL vs. Whole Life: Which Is Better for Retirement Income?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 23, 2026Leave a comment

IUL or whole life for retirement? Compare guarantees, cash-value growth, dividends, indexed crediting, policy loans, costs and projected retirement income before choosing.

IUL JUMP Strategy versus 401(k) comparison featuring an upward staircase representing retirement-income potential

IUL JUMP Strategy vs. 401(k): Which Can Produce More Retirement Income?

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

IUL vs. 401(k) isn’t just a return comparison. See how taxes, withdrawals, policy loans, insurance costs, and the IUL JUMP Strategy can change projected retirement income.

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