A Financial Education Story

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I was going over an illustration today, specifically an IUL, and realized that this really serves multiple purposes. (Although I have an IUL policy and should already know the advantages, it goes to show you that you learn something new everyday.)

So as I prepared the illustration I was working on and I explained it, I saw the value of cash accumulation, I saw the value in accessing living benefits with long term care, and I saw the value in tax free withdrawals. Importantly, I saw the way in which you can pass down generational wealth to your family!

I understand that a properly structured IUL can help you secure income protection for your family and still accumulate and build cash value for the long term. And it amazes me to know that I could have been contributing to an IUL since I was 24 had my “agent” took the time to help me make the best decision – instead of just issuing me a term policy.

Anyhow, the morale of this story is that financial education is very important when it comes to managing your money and securing your future. Not a lot of people will take the time to guide you in the right direction and give you the best options for your money. So it is important to learn for yourself and find the right financial advisor that will truly act as your fiduciary.

Because of my experience with my term policy (not to mention finally understanding an accidental death & dismemberment policy I cancelled because my premiums were always increasing and the coverage did not make financial sense), it is my personal goal to help families achieve their financial goals and secure their families future. And, ultimately, it is my goal to make sure that you are getting the most value for your money!

Contact me to learn more about securing your financial future!