Indexed Universal Life (IUL) in San Rafael, CA

Talk to a licensed agent: 415-378-5333

IUL is permanent coverage with flexible premiums and potential index‑linked crediting (subject to caps/floors and policy terms).

Useful for protection and planning; costs and values vary and are not fully guaranteed.

What’s typically included
  • Flexible premiums & adjustable death benefit
  • Index strategies with caps/floors
  • Policy charges apply; values can fluctuate
Get a tailored quote

Every household and business is different. We’ll help you size coverage and limits to your risks and budget.

Start My Quote Call 415-378-5333

Frequently asked questions

Is IUL good for retirement planning?
It can play a role for some; we’ll outline costs, risks, and alternatives.
Are returns guaranteed?
Only stated minimums/guarantees, if any; index performance doesn’t equal credited interest.