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  • Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank! by Josh Shapiro book cover
  • Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank! by Josh Shapiro book cover
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Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank!

by Josh Shapiro

An IUL-centered approach to family finances

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AlbakiReads Editorial

An IUL-centered approach to family finances

Josh Shapiro’s guide presents Indexed Universal Life Insurance as a tool for several financial aims: managing exposure to taxes and market declines, building a family “bank,” borrowing for investments or business expansion, and supplementing retirement planning. It also discusses IUL in connection with inflation, recessions, and the use of other people’s money in investing. These are the book’s claims and recommendations about a financial product, not independent confirmation of its performance or suitability; readers should assess them against their own circumstances and seek qualified financial advice where appropriate.

Good fit for readers who enjoy

  • People exploring Indexed Universal Life Insurance and its proposed financial uses.
  • Readers interested in life insurance, wealth-building strategies, or retirement planning.
  • Small-business owners considering financing approaches for business expansion.

Themes

Indexed Universal Life InsuranceTax planningBorrowing and investment strategiesRetirement planning

Based on publisher information and book metadata.

Book overview

In Mark's third book, learn why Indexed Universal Life Insurance (IUL) has become a new asset class--protecting investors from both taxes and market declines. Why many American families are using IUL as a hedge against inflation, rising taxes and even how they grow their wealth during a recession. Learn how the right IUL can be used to build your personal tax-free family bank--to borrow for investing in real estate, stocks and bonds, to expand your business, and generate returns far greater than the majority of investors. Finally, learn how an IUL can help you grow your retirement accounts and help protect you from running out of money during your retirement years, and why the wealthy always use Other People's Money (OPM) in all their investing...and how you can too!
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