THE IUL BOOK

THE IUL BOOK by Sean Kelly
My rating: 4 of 5 stars

An understandable and potentially powerful planning tool...

Sean Kelly demystifies the complex world of Indexed Universal Life insurance in this accessible and comprehensive guide. With a focus on practical application, Kelly expertly breaks down how IULs can serve as versatile financial tools, offering tax advantages, market-linked growth potential, and living benefits. His clear explanations of concepts like Infinite Banking make sophisticated financial strategies approachable for readers at any level of financial literacy.

While the book maintains an enthusiastic tone about IULs' benefits, Kelly responsibly emphasizes the importance of working with qualified advisors to maximize these products' potential. Drawing from his extensive industry experience, he provides valuable insights for retirement planning, family protection, and estate management. Though some readers might find the promotion of IULs somewhat zealous, the book succeeds in its primary mission: transforming a complex financial product into an understandable and potentially powerful planning tool. Recommended.

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