I am not a Financial Advisor or CPA.. My goal is to help you understand IUL's and how they can be an amazing product to help you reach your future dreams and goals.
IUL's - Social Security - Retirement - Taxes & Life Insurance
Company/Employees - IUL Product Examples
* INDEXED UNIVERSAL LIFE: IUL's in Laymen's Terms
ARTICLES
We stay informed and educate ourselves, as aspects of this market change daily. Use the below to articles to grow your knowledge base. Knowledge is Power, and Information builds Knowledge. Enjoy!
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SUPPLEMENTAL RETIREMENT INCOME
Closing the Gap between what Social Security provides and what you will need to live comfortably at retirement
IUL INDEX ILLUSTRATION EXAMPLE
Why use an IUL...The Basics revealved...what is Index Crediting, etc.
SEEING THE FUTURE... WHERE WILL YOU BE
Make informed decisions about retirement income planning now to enhance your future
* SOCIAL SECURITY
WHEN AND HOW TO CLAIM SOCIAL SECURITY
Benefits can be taken starting at age...
* RETIREMENT
WILL YOU HAVE ENOUGH MONEY FOR RETIREMENT?
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Retirement Timing: When will you retire and how long will your retirement be for...20 yrs, 30 yrs, 40 yrs..many are living to age 100
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Expenses in Retirement: What if you become Critically or Terminally Ill, or need LTC
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Longer Duration Retirement: IUL's can provide additional Income during retirement years.
Contact us now for a personalized proposal
SOLUTIONS FOR ECONOMIC UNCERTAINTY
IUL's Bare Further Review
BEST TIME TO PAY
TAXES ON IRA
Pay income taxes now, leave income tax burden for your heirs and beneficiaries
HEALTH CARE COSTS EAT UP SOCIAL SECURITY INCOME
MEDICARE COSTS
Will Social Security Cover Medicare costs
* COMPANY LIFE INSURANCE
* TAXES AND LIFE INSURANCE
* EXAMPLES OF IUL PRODUCTS... Please Contact us for Your Personal Proposal
Asset Builder IUL II Rates & Caps
Foundation Builder IUL Rates & Caps
Life Insurance with Long Term Care: Video
With an IUL in place I help my Clients to:
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Combat Inflation
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Grow Cash Tax Free
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Receive their Money Tax Free
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Avoid Market Risk
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Provide Financial Security upon an untimely death
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Have some Long Term Care in place
401K FEES: