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IUL Planning Tool

Start with coverage basics before exploring IUL funding.

Build an income‑replacement baseline, then decide how much permanent coverage makes sense.

Updated 1/2/2026

Coverage Needs Estimator for IUL Planning

Build an income‑replacement baseline, then decide how much permanent coverage makes sense.

Suggested Coverage

$0 – $0

Why start with a baseline

IUL policies can be flexible, but the coverage amount should still align with real income‑replacement needs. This estimator gives you a starting point.

Use the estimate for planning

Once you have a baseline, you can decide how much permanent coverage to keep long term and how to fund it.

Next step

Compare IUL designs with a licensed advisor and review funding scenarios.

Next step

See IUL options that fit your baseline

Compare indexed universal life designs and funding ranges with a licensed advisor.

A

Reviewed by

Alex Morgan | Licensed Life Insurance Specialist

Alex helps clients size baseline coverage before planning IUL funding.

Last reviewed: 2026-01-02

Licensing & Disclosures

Licensed in most U.S. states (excluding NY) Appointments with multiple A-rated carriers

Coverage varies by carrier and underwriting. Quotes are estimates until approved.

Not available in NY.

Not available in NY.

Estimates only. IUL performance is not guaranteed. Not available in NY.