TriathlonPartnersTV: Indexed Universal Life Insurance vs Deferred Taxable Investment

Triathlon Partners Analysis

Life insurance provides a death benefit, tax deferred growth and tax exempt income.

A properly structured indexed universal life policy is a better investment than the equivalent death benefit of term insurance and investment in the market.

The latest episode of Triathlon TV, compares the value of a permanent life insurance policy versus term insurance and tax deferred investment.

Additional resources

Life Insurance: A ROTH IRA with a death benefit
Triathlon TV: Employee Retention and Succession Planning all in one life insurance policy
Life Insurance: Invest in Yourself
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