Index-Linked Permanent

IUL for First Horizon Employees

Professionals seeking both permanent protection and wealth accumulation can use IUL to build tax-advantaged cash value linked to market indexes. The 0% floor protects against market losses, while cap rates (typically 8-12%) allow participation in gains. Policy fees apply.

Permanent protection with index-linked growth potential and downside protection — unavailable in group plans.

How iul supplements First Horizon group benefits

Key Product Details

Coverage Period
Lifetime (with adequate funding)
Premium Type
Flexible (within limits)
Cash Value
Yes
Illustrative Cost
$200-$500/month for $500K coverage (healthy 35-year-old non-smoker, illustrative)

Actual premiums vary by carrier and individual underwriting.

This site is not affiliated with First Horizon Corporation. Information about employer benefits is general and may not reflect current offerings.

Why IUL

How IUL Supplements First Horizon Group Coverage

Group coverage provides only a temporary death benefit. IUL adds permanent protection with a wealth accumulation component that grows with market performance (within caps) while protecting against losses.

Group Coverage

  • Tied to employment at First Horizon
  • Coverage amount set by employer
  • Ends when you leave the company
  • No cash value or customization

Individual IUL

  • Portable — stays with you through career changes
  • Coverage amount you choose
  • Permanent protection for life
  • Builds cash value over time
Coverage Gap Analysis

Addressing First Horizon Coverage Gaps with IUL

Here is how iul specifically addresses common gaps in First Horizon group coverage.

Banking compensation including incentive pay, bonuses, and commissions for wealth management and capital markets professionals may exceed base salary group coverage significantly

IUL provides permanent, portable coverage that addresses this gap with guaranteed protection independent of any employer. Cash value accumulation adds a financial planning dimension that group coverage cannot offer.

Financial services industry mobility, including between banks, wealth management firms, and insurance companies, means coverage portability is an important consideration

IUL provides permanent, portable coverage that addresses this gap with guaranteed protection independent of any employer. Cash value accumulation adds a financial planning dimension that group coverage cannot offer.

Group coverage is tied to First Horizon employment and ends upon separation, regardless of tenure or career level

IUL provides permanent, portable coverage that addresses this gap with guaranteed protection independent of any employer. Cash value accumulation adds a financial planning dimension that group coverage cannot offer.

Memphis-area housing and financial obligations may require coverage above group limits for headquarters employees, while branch employees across Tennessee face diverse regional costs

IUL provides permanent, portable coverage that addresses this gap with guaranteed protection independent of any employer. Cash value accumulation adds a financial planning dimension that group coverage cannot offer.

Group plans lack the estate planning features valued by financial professionals who understand the sophisticated uses of permanent life insurance

IUL provides permanent, portable coverage that addresses this gap with guaranteed protection independent of any employer. Cash value accumulation adds a financial planning dimension that group coverage cannot offer.

Features

IUL Features

Potential for higher returns than whole life
Downside protection (0% floor)
Tax-advantaged growth
Premium flexibility
Living benefits often included
Supplemental retirement income potential

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier.

Important Considerations

Important Considerations for IUL

Every coverage type has trade-offs. A licensed agent in our network can help you weigh these factors.

Growth caps limit upside potential
More complex than traditional policies
Returns not guaranteed
Higher fees than term or whole life
Requires understanding of crediting methods

IUL Disclosure: Cash value growth is linked to market indexes and subject to cap rates (typically 8-12%) that limit maximum annual returns. A guaranteed floor (commonly 0%, varies by carrier and policy) protects against market losses. Policy fees apply and can impact overall returns. A licensed agent in our network can provide detailed illustrations.

Common Questions

IUL for First Horizon: FAQ

Professionals seeking both permanent protection and wealth accumulation can use IUL to build tax-advantaged cash value linked to market indexes. The 0% floor protects against market losses, while cap rates (typically 8-12%) allow participation in gains. Policy fees apply. The cash value component provides additional financial benefits beyond the death benefit. A licensed agent in our network can help evaluate whether iul fits your specific situation.

IUL rates are based on age, health status, coverage amount, and other individual factors — not your employer. For reference, $200-$500/month for $500K coverage (healthy 35-year-old non-smoker, illustrative). Actual premiums vary by carrier and individual underwriting. Request a free quote for a personalized estimate.

IUL cash value growth is linked to market indexes such as the S&P 500. Your cash value participates in positive performance up to a cap rate (typically 8-12%), while a guaranteed floor (commonly 0%, varies by carrier) protects against losses. Policy fees apply. This creates a supplemental wealth-building tool that no employer group plan provides. A licensed agent in our network can explain the details.

While First Horizon offers competitive benefits, banking professionals with incentive and bonus compensation may need coverage beyond group limits. Total compensation for wealth management advisors, capital markets professionals, and commercial lenders often significantly exceeds base salary. A licensed agent in our network can help evaluate your total coverage needs based on your full compensation package.

Getting started is quick and easy. Request a free quote through our online form, and a licensed agent in our network will review your information and provide a personalized estimate. They can help you understand how iul supplements your First Horizon group benefits. Quotes are estimates subject to underwriting. No cost, no obligation.

Get Your IUL Quote

Connect with a licensed Tennessee agent in our network who understands how iul supplements First Horizon group benefits. Free quotes, no obligation. Quotes are estimates subject to underwriting.

Get Your Free Quote