indexeduniversallife

George Politarhos: Why do so many estate planners choose indexed universal life insurance?

"Indexed universal life insurance (IUL) has its' share of detractors. However, for some people it may be a powerful tool in protecting and growing their wealth." George Politarhos By George Politarhos Patria Wealth Group I'll be the first to admit, indexed universal life insurance isn't for everyone. Depending on your financial situation, goals, and risk [...]

By |2022-09-26T02:44:29+00:00July 5th, 2022|Investing, Leave a legacy|

George Politarhos: Is the “4% Rule” History?

Today's frequent market upheavals could spell trouble for retirees and those about to retire. Increasingly, financial advisors are rethinking the traditional 4% withdrawal model." George Politarhos.   By George Politarhos   Pandemic lockdown measures, profligate printing, geopolitical unrest, and the inevitable march of history have collided in 2022, making financial planning more challenging than ever. [...]

By |2022-09-27T18:17:49+00:00May 4th, 2022|Protect your wealth|
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