IUL vs 401k for Retirement: The Comparison Your Financial Advisor Has Never Actually Run

IUL vs 401k for Retirement: The Comparison Your Financial Advisor Has Never Actually Run

IUL vs 401k for Retirement: The Comparison Your Financial Advisor Has Never Actually RunMichael Trefel
Published on: 18/06/2026

Everyone says max your 401k. Almost nobody shows you the full comparison. This post runs the IUL vs 401k math across four layers most advisors never address, and the results are not what conventional wisdom suggests.

Tax Strategy
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IUL Pros and Cons: Why the Critics Are Aiming at the Wrong Target

IUL Pros and Cons: Why the Critics Are Aiming at the Wrong Target

IUL Pros and Cons: Why the Critics Are Aiming at the Wrong TargetMichael Trefel
Published on: 05/05/2026

IUL pros and cons: the real story is about structure, not product. Here is what most advisors miss.

Index Universal Life Insurance
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