Catch Up

Pages in this part of Indexed Universal Life.

In this section

catch-up funding IUL at age 30
catch-up funding IUL at age 35
catch-up funding IUL at age 35 with 7702 and MEC pressure, caps, floors, participation rates, fees, and policy-loan tradeoffs.
catch-up funding IUL at age 40
catch-up funding IUL at age 45
catch-up funding IUL at age 50
Catch-up funding IUL at age 50 with a shorter runway, stronger 7702 and MEC pressure, and higher sensitivity to policy loans and lapse risk.