Welcome to IUL Performance Watch! Our goal is to help you stay abreast of market conditions, diversification strategies for your IUL, and things to be watchful for!
If you need changes made to your policy, please contact our office to schedule your annual review!
We have helped many highly successful people accumulate their money safely, earning predictable, tax-free rates of return, with historical annual average rates of 5–10%. What that means is, when they retire, every $1 million dollars they have accumulated can generate $50,000 – $100,000 per year of tax-free income (aka tax free retirement), without depleting the principal on their nest egg!
