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 would like to make changes to your policy, please contact our office to schedule your annual review.
Want to get an idea of how other policyholders’ IULs are performing?
Scroll through examples of actual client IUL policy returns below and take a look at index strategies you might want to discuss with your Certified IUL Professional during your next annual review. (Samples are not guarantees of future performance.)
To see how your own IUL indexing returns are performing, you can use our free IUL Performance Calculator.
Curious about your IUL’s recent indexing performance? Get a quick, free, confidential assessment by entering your policy’s indexing data below.
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!
