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Some may think IUL and other permanent life policies have egregious charges. But traditional brokerage accounts may have fees up to 1.75% per year. Exploring how the internal rate of return (IRR) stacks up over the long term creates an important perspective.

This piece is part of our foundation on how to leverage the benefits of cash value life insurance for tax-efficient income planning. If IRC Section 7702 rings a bell, it's because it is the tax code that allows life insurance retirement plans (LIRP) to have tax-free benefits.

Published: December 5, 2023
Tracking Code: 40051
Business Line: Life Insurance
Category: Tutorials & Training
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