Indexing Strategies
Indexing is a unique financial strategy in which tools such as Universal Life Insurance and Annuities offer the client a choice of investment strategies.
Indexes can include the S&P 500 Composite or they can be more specific to segments of the market. Guaranteed interest rates are also offered, which provide a safety net against market losses while offering the benefit of market gains.
Indexed Universal Life
Indexed Universal Life (IUL) products offer several advantages:
- You can assign portions of your premium to either a fixed account or an indexed account, such as the S&P 500, the BNP Parabas or Barclay’s Index.
- Establishes a permanent life insurance solution
- Allows participation in Stock Market gains while minimizing losses
- Provides tax-deferred accumulation
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