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How Indexed Universal Life Insurance Helps Your Tax-Free Retirement Plan

Anything tax-free is a major benefit, which is why Indexed Universal Life Insurance is appealing. You’ll get more money for your retirement since you won’t have to pay any taxes on the policy when you cash it out. Plus, any interest on the policy loan won’t have to be paid back if you continue paying the monthly premium. However, if the policy loan isn’t repaid, that loan balance will then get taken away from the death benefit in the event that you die. Your family will get any funds that are left over.


Tax-free retirement options don’t have to be a complicated process. We are here to help break down retirement planning options, presenting the information in an easy-to-understand manner. To find out more about your tax-free retirement options, don’t hesitate to give us a call. We will go out of our way to help you create a financial plan for retirement that’ll make you feel better and more secure about your future.

If you have any investment related questions, contact us!

At Inter-Action LLC, we put our customers and their desires first. We are driven by your needs and want to ensure your financial future

(704) 777-4865

Life Insurance

Brian Velez


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(704) 777-4865

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