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Indexed Universal Life (IUL) Insurance

How does IUL insurance cash value growth work?

Your IUL policy's cash value growth is linked to the performance of a chosen market index over a set period (often one year), but you don't actually own index shares — the insurer credits interest based on a formula tied to that index's movement.

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A "cap rate" limits how much upside you can earn even in a strong market year (for example, a 10% cap means you're credited a maximum of 10% even if the index gained 20%), while a "floor," typically 0%, protects your cash value from losing money in years the index declines.

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Because of caps, participation rates, and fees, actual IUL returns are often lower than the headline index performance suggests, so it's important to review illustrations carefully and understand these mechanics with an agent before buying.

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