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 415-378-5333Frequently 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.