Your IUL Goals

What matters most? Choose your top 2

What are your primary objectives for IUL? (Select top 2)

Retirement income supplement (bridge to 59½ or beyond)

Tax-advantaged cash accumulation

Business protection (key person / buy-sell agreement)

Estate planning / wealth transfer to heirs

Mortgage protection + cash value growth

Emergency cash reserve with growth potential

Your IUL Funding plan

How much can you commit monthly?

What's your comfortable monthly budget for IUL?

$150 - $300/month

$300 - $750/month

$1,500 - $3,000/month

$3,000+/month

Do you have lump sum capital available to accelerate cash value growth?

Yes, significant amount ($50k+)

Yes, modest amount ($10k-$50k)

No, monthly premiums only

Your IUL cash value purpose

How will you use the cash value?

What's your top priority for IUL cash value?

Retirement income bridge (before age 59½)

Tax-free retirement income supplement

Business reinvestment or opportunity capital

College education funding

Emergency cash reserve with growth

Better alternative to whole life

Flexible / exploring options

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Your profile

Your IUL Goals

Your current insurance

Your financial foundation

Your comfort with IUL structure

Tax advantages matter

Your IUL Funding plan

Your IUL cash value purpose

Your wealth & legacy vision

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