Take our quick 60-second assessment to discover if an Indexed Universal Life (IUL) plan could help you build tax-free income, protect your family, and grow your wealth.

No jargon, just clear results for your situation.

Which of these is your #1 financial goal right now? *

Grow my money safely without market crashes wiping me out

Create a tax-free retirement income stream

Make sure my family is financially protected if something happens to me

Build wealth that I can pass on to my children/grandchildren

I’m still figuring it out

How important is it to avoid losing money during market downturns? *

Very important – I want safety first

Somewhat important – I can handle small losses

Not very important – I’m fine taking risks

Which best describes your stage of life currently? *

Early career (20s–30s) – I’m just getting started

Mid-career (40s–50s) – I’m growing my wealth and protecting my family

Nearing retirement (50s–60s) – I’m planning for retirement income

Retired – I want to preserve and pass on wealth

Do you have life insurance now? *

Yes – Term Life only

Yes – Whole Life

Yes – Universal Life or IUL

No, I don’t have coverage

When it comes to investing, which feels most like you? *

I want safe, predictable growth – like a savings bond with more upside

I want balance – some growth, some safety

I want aggressive growth – I don’t mind risk

I honestly don’t know where I stand

How comfortable are you with consistently setting money aside? *

Very comfortable – I can dedicate funds every month/year

Somewhat comfortable – I save, but not consistently

Not comfortable – I struggle to save

How worried are you about taxes eating into your retirement income? *

Very concerned – I want as much tax-free money as possible

Somewhat concerned – I’m open to strategies to reduce taxes

Not very concerned – I’m not focused on that yet

How valuable would it be if you could build tax-free income and leave a legacy at the same time? *

Extremely valuable

Somewhat valuable

Not valuable to me

Great job! Based on your answers, it looks like an Indexed Universal Life plan could be a strong option for you. Enter your details below if you would like to connect with an IUL Basics Expert to walk through your options and answer any questions. Alternatively, you can go ahead and request an application HERE.

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