![]() IULs allow you to take advantage of market gains without the downside risk. This Indexed UL strategy is an alternative for someone in their 30’s, 40’s and 50’s to directly investing in equity markets for retirement. Then in retirement income take the maximum amount of tax free loans while still retaining a lifetime death benefit. The Indexed UL structure employed here is to overfund premiums with the minimum amount of death benefit to stay within IRS rules for tax advantaged life insurance. ![]() But beyond reviewing specs like rate caps and guarantees, the most useful way to evaluate carriers is to run policy illustrations using the the same premium and death benefit and compare projected returns. ![]() AXA product features include four index options. Let’s compare AXA side-by-side with other carriers to see how it performs. Which is the best Indexed Universal Life (IUL) carrier for tax-free policy loans for retirement income? AXA Equitable has been in 2011 a consistently leading seller for Indexed UL.
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