The Liquidity Journal

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)Ciera Peters
Published on: 05/06/2025

Our current landscape of economic uncertainty, rising taxes, and market volatility, has affluent professionals and small business owners increasingly looking beyond traditional retirement vehicles.

401(k)IULIndexed Universal Life InsuraceRetirementRandolph Love IIIDoug AndrewShield and Scale