Building Wealth with Protection
A free financial education session + 1:1 conversation with Dr. T
Video
Want a strategy that aims for growth without taking every market hit head‑on? Join this free, no‑pressure education session where we break down how Indexed Universal Life (IUL) works—and where it fits (and doesn’t fit) next to traditional investing.
In this session, you’ll learn:
• What an IUL is (and what it isn’t)
• How cash value growth is credited over time
• What happens in down years vs. up years (including an IUL vs. S&P 500/VOO comparison)
• Overfunding basics and why IRS MEC limits matter
• How policy loans/withdrawals may create tax‑advantaged access when structured correctly
Ready to reserve your spot or get a personal illustration?
Book Dr. T here: https://calendly.com/dr-tyson-mcmillan/financial-literacy-meetings-book-dr-t
Educational only; not tax or legal advice. Policy features, costs, and availability vary. Loans/withdrawals may reduce cash value and death benefit; policy lapse can create tax consequences. Dr. T is a licensed life agent in Texas.
Building Wealth with Protection
- Details
- Written by Tyson McMillan, Ph.D.
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