FAQs

Legacy Shield IUL

Have an insurance or financial planning-related question? Legacy Shield IUL has the answer. Check out these FAQs and reach out to us today for more information!

  • Is an IUL the right choice for me?

    We recommend scheduling a consultation to determine if an IUL aligns with your financial goals and circumstances. Our experts will assess your situation and provide personalized guidance.

  • What does an IUL do?

    An indexed universal life insurance (IUL) policy serves as a versatile financial planning tool. It combines life insurance coverage with potential for cash value growth, often used as part of a comprehensive retirement strategy.

  • When should I get mortgage protection?

    Mortgage protection is advisable for homeowners, particularly those who have recently purchased a property. We recommend that you schedule a consultation to discuss how this protection can safeguard your investment.

  • How is an IUL different than a 401k?

    IULs and 401ks have distinct tax implications and flexibility in terms of usage. An IUL offers unique features that aren't available with a 401k. We invite you to schedule a call to explore these differences in detail and understand which option might better suit your needs.