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Indexed

Universal Life

Insurance

Wealth Haven Financial & Insurance Group, PLLC

Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.

Feel free to schedule a no obligation consultation or schedule a consultation by phone:
1-888-411-8040

You can also call our department line at:
1-888-274-7033 Option 4

Indexed Universal Life

Insurance

Agency: Wealth Haven Financial & Insurance Group, PLLC

Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.

Book Now

Schedule a Consultation

You can schedule a Free No Obligation Consultation below or Speak with a licensed Broker by calling

1-888-274-7033 Option 4

If you already have a scheduled consultation via zoom.us click the zoom.us link at your scheduled appointment time.
You will be given either by phone, e-mail, or text the code to get on.

www.zoom.us

More Info

Important Questions

Is Indexed Universal Life Insurance Right for Me?

IUL Insurance is ideal if you want lifelong coverage with the potential for cash value growth. It’s a flexible option that lets you adjust your premiums and death benefit, making it suitable for those who want both protection and a financial growth opportunity.

How Much Coverage Do I Need?

The amount of coverage depends on your financial goals and the needs of your beneficiaries. IUL policies can be customized, allowing you to choose a coverage amount that provides security for your family while meeting your budget.

Is a Medical Exam Required?

In many cases, a medical exam may be required for IUL Insurance, especially if you're looking for higher coverage amounts. However, some policies may offer simplified underwriting for lower coverage limits.

Can I Access the Cash Value?

Yes, you can access the cash value accumulated in your IUL policy. It can be used for various financial needs, such as supplementing retirement income, covering unexpected expenses, or funding education.

How do I Sign Up?

You can start by scheduling a consultation to discuss your needs with an insurance expert. They’ll help you customize your IUL policy and guide you through the application process.