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Indexed Universal Life Cap Rates

Published Jan 07, 25
1 min read

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If you're going to use a small-cap index like the Russell 2000, you could wish to stop briefly and take into consideration why a great index fund company, like Lead, doesn't have any type of funds that follow it. The reason is due to the fact that it's a poor index.

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I have not even resolved the straw man here yet, and that is the reality that it is reasonably rare that you actually have to pay either tax obligations or significant commissions to rebalance anyway. A lot of smart financiers rebalance as much as possible in their tax-protected accounts.

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And of training course, nobody must be buying crammed shared funds, ever. It's truly also bad that IULs don't function.

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