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Tax Free Retirement - UL Policy vs. Qualified Plan

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Uploaded by on May 15, 2010

George Watkins demonstrates how an Equity Index Universal Life Policy out performs a Qualified Plan (401k, 403b, IRA) Investment. Furthermore, the UL Policy is designed to yield Tax Free Retirement funds, which make it far superior to a taxable return.

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  • if i have to cancel the policy years after i borrow from the cash value, will i be taxed on that money ?

    will the cash value be cedited from day one or is there a period of time up front the theres no cash value??

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