Nope. It’s very real.
In fact, the IUL is not a new investment strategy.
Accounts like these have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a legally tax-free environment.
Ever been to Disneyland? Did you know Walt Disney’s visionary idea almost never came to fruition?
When Walt was looking for funding for his dream park everyone thought he was crazy and that it would never work… he leveraged everything including his personal home to make it a reality… In the end it was his compound interest account he leveraged that gave him the liquidity he needed to make it a reality.
Banks like Wells Fargo, JP Morgan, Bank of America hold more assets in these accounts than they hold in real estate!
President John F. Kennedy had an account like this.
So did Presidents Taft, Cleveland, McKinley, Harding, and FDR (FDR, in fact, held a large portion of his estate—$562,142 or over $7 million in today’s dollars—inside his account…)
Even John McCain used his account to fund his electoral campaign back in ’08.
Joe Biden, our current president has SIX of these accounts…
The only question is…
The IUL is NOT available just to the super-rich…
However: an account like this can only be technically set up if you or your family qualify for it.
To discover if you qualify for an IUL, take our 30 second survey below.