Preheader

 

Get A Quote About Contact Home Page
 


Auto Home Business Life

Buckets

 Buckets are segments of premium dollars in an indexed universal life insurance (IUL) policy that are allocated to a particular index strategy for a specified period of time. An example of a typical index bucket is the placement of a portion of the premium on an indexed universal life insurance policy into an S&P strategy for one year. When measuring the performance of the bucket of funds, the benchmark may be the one-year point to point method. When a large sum of money is placed into a policy at one time, the insurance company might offer the opportunity to place the bulk of the premium dollars initially into the fixed account of the policy, and then gradually move the money each month into one or more index strategies over the coming year. This has the effect of dollar cost averaging, and each amount applied is known as a bucket. (Back to IUL Table of Contents)

View Our Latest Insurance News
more...
  Coverage
Home
About Us
Get A Quote
Customer Service
Newsletter
Contact Us
Creative Retirement Solutions
Risk Management
Employee Benefits
Legacy Planning
Indexed Universal Life Insurance (IUL)
Other Insurance Types...
Mailing Address
6006 Lynwood Banks Ln.
Houston, TX 77092
Contact Us
832.268.5000
larry@insben.com

Copyright © 2018 American Business Planning LLC, All rights reserved. Also d/b/a The Duplifund® Group
How Can We Help You?
or call us at
832.268.5000
Get A Quote Helpful Calculators Location Blog RSS Feed Blog RSS