The power of insurance should never be underestimated. But how about we dig deeper into what insurances do and realign them with your financial goals?

Today’s episode is about Indexed Universal Life insurance. We talk about how it can be a good investment while serving as your life insurance. We’ll also discuss how to understand policies so you can strategize investing for it. We’ll also debunk insurance misconceptions so you can utilize it according to your financial intentions and outcomes.

Make your goal specifically yours. Reclaim your power to strive for life. Tune in now! 

Key Points:

[2:10] #1 IUL is your life’s investment! 

[13:24] #2 Find the best reason to opt for IUL

[14:25] #3 Align your financial goals with the right insurance

If you loved this episode, you have to listen to these episodes as well: 

>> The Value of a Financial Advisor 

>> Planning Your Life & Finances – a 2022 Mash Up

>> Own Your Home and Grow Your Mental Wealth

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (, Spotify (, Google Podcasts (, or on your favorite podcast app and SHARE THIS 👉 ( with a friend.


Want to chat with a fee-only financial planner? Shoot me an email at I Can’t wait to meet you.