Max funded iul is the dream solution to a myriad of financial goals yeah a lot of our clients use it for retirement planning and death benefit and they become self-insured within 10 or 12 years many times where their cash value equals or exceeds the death benefit but it knocks the socks off of a 529 College Savings Plan why would you want uh to have a 529 plan that's tax advantaged but what if your child's scholarship doesn't need the money but they want to use the 29 money for a down payment on a home or to start a business now they have to pay tax if you have a laser fund it's still taxfree and if you have it to pass away it's self-fulfilling it's way better than a 529 plan.
Tax-Free Retirement Planning