C & K Healthcare Advisors Blogs For Client

Indexed Universal Life (IUL): A Client's Guide to Understanding Your Policy

Indexed Universal Life (IUL): A Client's Guide to Understanding Your PolicyBy: Amber Donaldson Published on: 21/08/2025

This guide simplifies Indexed Universal Life (IUL) insurance policies for clients, explaining how they work, their key benefits, and addressing common misconceptions. Learn how IUL can be a valuable part of your financial strategy for long-term security and growth.

Life InsuranceWealth & Retirement
Indexed Universal Life (IUL): A Client's Guide to Understanding Your Policy

The Tax-Free Retirement Blueprint

The Tax-Free Retirement BlueprintBy: Paul Castner Published on: 09/05/2025

The biggest risk to your retirement isn’t inflation. It isn’t interest rates. It’s taxes. And the best time to build a tax-free future? Right now. Let’s build your Tax-Free Retirement Blueprint—together.

Wealth & Retirement
The Tax-Free Retirement Blueprint

How the Wealthy Use IUL to Protect Their Legacy

How the Wealthy Use IUL to Protect Their LegacyBy: Paul Castner Published on: 06/03/2025

The wealthy don’t leave their future to chance—and neither should you. An IUL is their quiet, consistent, and incredibly effective financial tool. Now it can be yours, too.

Wealth & Retirement
How the Wealthy Use IUL to Protect Their Legacy

IUL vs. 401(k): Which One Wins?

IUL vs. 401(k): Which One Wins?By: Paul Castner Published on: 03/03/2025

Your 401(k) gives you a seat at the retirement table. An IUL? It gives you the menu, the flexibility—and the check paid in full. If you want protection, tax-free income, and freedom from market worries, it’s time to take a serious look at IULs.

Wealth & Retirement
IUL vs. 401(k): Which One Wins?