Episode 179

full
Published on:

8th Mar 2023

Is Indexed Universal Life Insurance right for me?

The power of insurance should never be underestimated. But how about we dig deeper into what insurances do and realign them with your financial goals?

Today’s episode is about Indexed Universal Life insurance. We talk about how it can be a good investment while serving as your life insurance. We’ll also discuss how to understand policies so you can strategize investing for it. We’ll also debunk insurance misconceptions so you can utilize it according to your financial intentions and outcomes.

Make your goal specifically yours. Reclaim your power to strive for life. Tune in now! 

Key Points:

[2:10] #1 IUL is your life’s investment! 

[13:24] #2 Find the best reason to opt for IUL

[14:25] #3 Align your financial goals with the right insurance


If you loved this episode, you have to listen to these episodes as well: 

>> The Value of a Financial Advisor 

>> Planning Your Life & Finances - a 2022 Mash Up

>> Own Your Home and Grow Your Mental Wealth


I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com I Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.