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  • Tax Free Family
  • IULs Explained
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    • Tax Free Family
    • IULs Explained
    • Policy Design
    • Kids
  • Tax Free Family
  • IULs Explained
  • Policy Design
  • Kids

Saving For Your Children's Future

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IULs for Kids - Unlocking Lifelong Growth

  Ever thought about setting your kids up with a financial head start? Indexed Universal Life (IUL) policies for children are a unique way to build cash value, offer future tax advantages, and ensure lifelong protection. In this video, we’ll dive into how IULs for kids work, the long-term growth potential, and why this policy can be a powerful financial tool from childhood to adulthood. 

College

Traditionally, 529 plans are the vehicle used to save for college. However, money in these accounts can be credited against financial aid calculations and are harder to use if higher education isn't sought. With a properly structured IUL, cash can accumulate at good compounding rates and be used if they choose to attend classes or not.

Home Ownership

Home ownership is more difficult these days, which is why it is important to start saving early. With crash protection and the growth potential of IUL policies, saving for a down payment is much more manageable. Help to ensure that your children have the footing they need to succeed.

Rainy Day Fund

At Tax Free Family, we believe that money should be there when you need it. Life can throw curveballs and it is important to be ready for anything. Having a long-term financial plan and cash growth vehicle is the best way to stay ahead of problems before they balloon.

Tax Favorable Trusts for Minors

UTMA and 2503c Tusts

Trusts are an excellent way of gifting your children assets at better tax rates. Consider setting up a trust and placing the IUL under its protection.

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