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Legacy Building

My Billionaire Baby™ –Smart Start Indexed Universal Life (IUL) Contribution & Planning
Form

Parenting on Purpose for Purpose to Build Legacies…

What’s an IUL?

An Indexed Universal Life (IUL) policy is a flexible, permanent life insurance plan that provides
a death benefit and allows your child to grow tax-advantaged cash value based on the
performance of a selected market index (like the S&P 500)—without risking principal loss.


Benefits of a Child IUL Policy:

  • Lifetime coverage (if maintained)
  • Tax-deferred cash growth
  • Tax-free withdrawals for qualified expenses like college, a first home, or starting a
  • business
  • Flexible contributions based on your financial objectives
  • Locked-in low cost due to your child’s young age and health
  • Compound interest + no stock market losses

Parent/Guardian Information

Full Name
Phone Number
Email Address
Relationship to Child

Child Information

CHILD Full Name
Date of Birth
GENDER
Social Security Number (Optional for Pre-Qualification)

Policy Preferences

1. Death Benefit Option
Select the structure of your child’s life insurance benefit:
2. Monthly Contribution Amount
(Minimum: $50/month | Suggested: $100–$500/month | Maximum: $2,000/month)
Custom Amount

Note: The higher your monthly contribution, the more cash value you build and the more your
child can access tax-free later in life.

3. Contribution Duration
4. Policy Funding Goal
5. Payment Method

Your Policy Objectives

Additional Features Available (Can be discussed in your consultation)

  • Riders for added protection: Critical illness, Chronic Illness, Accidental Death
  • Overfunding strategies: Build cash value rapidly using IRS guidelines
  • Loan access: Withdraw funds tax-free for any purpose
  • Premium flexibility: Adjust contributions based on your financial situation
  • Legacy planning: Pass on a tax-free death benefit to heirs or a trust

Questions, Notes, or Custom Requests

Signature & Consent

I understand this form is used to request a personalized IUL illustration and consultation for my
child, and that this is not a contract or obligation to purchase

Signature of Parent/Guardian
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