Thomas A. Rogers, CIM, FCSI, CFP, EPC Financial Advisor for Your Monetary Affairs
Welcome to the Avenue of Universal Life
On route, we'll visit six areas of consideration. First, a sweet short simple story that sums up the results achievable with a Universal Life Policy.
Next an intriguing interactive view of the features and results at different ages.
From there we'll talk of a distant tax risk and trace the essence of UL to defend against it. Examples contrast with an "unsheltered uninsured defense" attempt.
Then we'll explore an integrated spreadsheet revealing the inner workings of a policy with plain talk notes on each column". Result compared again to the "unsheltered uninsured investment". We also note important features to watch for.
Here are the index & direct links to this Avenue's Sites
A simple summary of Universal Life (UL) presented as a short " Sagacious Saga ".
Concise depiction of 3 examples illustrating income & capital formation with UL plus Notes.
A simple walk through of UL and one application to more than overcome an unappreciated tax risk.
Exploring the Engineering of a U L Policy that makes it function so well during life as well.