Grow tax-smart wealth with an IUL policy

Indexed universal life is a permanent life insurance policy that ties a portion of your premiums to stock market indexes like the S&P 500 and provides the opportunity for tax-advantaged growth through a typical  'participation rate' of up to 7-9% annually. The best part? If the market takes a downturn, you wouldn't lose money as the guaranteed floor is often 0%. It may sound too good to be true but savvy investors have been using this investment vehicle for decades.

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I got a great recommendation for a life insurance product that suits my needs and the process was very clear. Really happy with the final outcome. Highly recommend Amplify!"

Mike P.

via Trustpilot

Why go with an indexed universal life insurance (IUL) policy?

Simple: to build generational, tax-smart wealth.

Our IUL policies allow you to invest and grow your premiums by pinning returns to market indexes such as the S&P 500 or Nasdaq 100.  You will have the potential for tax-advantaged growth of up to 7-9% on your cash value with a guaranteed floor (often 0%) that helps protect your value against market downturns. Plus there are no income restrictions unlike most other tax advantaged investment vehicles. 

You can spend the money from your cash-value on whatever you need and still have a death benefit from your active policy that protects your beneficiaries when you pass. We provide a best-of-both-worlds experience where your loved ones are covered in the future while you can build wealth today for a future of your own.



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