Index Universal Life

Why hasn't my financial advisor ever told me about THIS?!

3 POSSIBLE REASONS

REASON 1

Most financial advisors don’t even know about this, Nor, do they know how to utilize it properly to get you the most value..

REASON 2

Most financial advisors recommend financial vehicles that pay them the highest commissions rather than put your interest at heart.

REASON 3

The advisor can’t charge you yearly management fees so it’s not worth it for them to use it.

With a Tax-Deferred 401(k) or IRA

  • You have fees: Whether you know it or not, you have a handful of fees that are slowly draining your retirement savings. Most times your total fees will be between 3-5% but most times they aren't listed up front.

  • Your money is not guaranteed and protected: The money in your 401(k) or IRA moves with the market and has very limited downside protection.

  • Your money will not last throughout your lifetime: Eventually, you will run out of money once you begin to take out withdrawals.

How much of your RETIREMENT can you afford to lose when the next MARKET CRASH happens?!

With Index Universal Life...

  • You have published low fees: Keep most of your hard-earned money as you should instead of letting your advisor get rich. In most cases, your fees are locked in at approximately 1%

  • Your money gets credited in the market: Your money grows at the rate the market performs, just like other accounts

  • Your money is Liquid: At any time you choose, all money put into and made in your account is cash—you have access to your money—at any time—without penalty.

  • Your money is guaranteed and protected: Regardless of how the market performs, you will have the peace of mind knowing that you will never lose money when the market is down.

  • Your money will last throughout your lifetime…and beyond: Guaranteed lifetime protected income that you cannot outlive. Once you do pass away, you can transfer your wealth to your loved ones.

And there are many more wonderful fiscal things you can do with an account like this…

BUT...

Is this "TOO GOOD TO BE TRUE" You Ask?

Nope. It's VERY REAL!

In fact, Index Universal Life is NOT a NEW INVESTMENT STRATEGY.

Accounts like these have been used by wealthy individuals and families for years to build, then pass on fortunes and a legacy.

Just to put it in perspective, IUL contributions tallied almost $4 Billion in 2023 alone!

Household names such as Walt Disney, Ray Kroc (McDonalds), JC Penney, Coach Jim Harbaugh have ALL used their own life insurance policies as their own banks to grow their wealth and businesses.

The only question is...

🤔 Do you Qualify for a IUL Retirement Policy

An IUL is NOT available just to the super-rich...

However, an account like this can only be technically set up if you or your family qualify for it.

To discover if you qualify for an IUL, take our 30 second survey below.

Please take a few seconds to tell us why you're reaching out today!

I Consent to Receive SMS Notifications, Alerts & Upcoming Show Details from MacDonald Financial Solutions. Message frequency may vary. Message & data rates may apply. Text HELP for assistance. You may reply STOP to unsubscribe at any time.

I Consent to Receive the Occasional Marketing Messages from MacDonald Financial Solutions. You can Reply STOP to unsubscribe at any time.

© Copyright 2025. Scott MacDonald. All Rights Reserved.