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.  

* 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!
 

                            Stay Informed with timely news on Indexed Universal Life Insurance, IUL's and Social Security

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               *** When you are ready to see a Proposal Specific to your Cash Accumulation desires feel free to

SUPPLEMENTAL RETIREMENT INCOME

 

Closing the Gap between what Social Security provides and what you will need to live comfortably at retirement

ADVANTAGE OF USING IUL's

 

How IUL's Work

Benefits of using an IUL

 

 

WHEN 401K and IRA's DON'T WORK AS PLANNED

 

A Stratagy to help Manage your Retirement

BULL & BEAR YEARS & MARKET CRASHES

 

Diversified Investing 

SUPREME COURT TO HEAR 401k CASE

 

A Fiduciary Claim

UNDERSTANDING HOW IUL'S WORK

 

An indepth guide to IUL's

and how they work

WHAT IS AN IUL IN LAYMEN'S TERMS

 

Understanding Indexed Universal Life Products

COLLEGE SAVINGS ALTERNATIVE

 

Using an IUL for funding college

TAKE CONTROL OF YOUR FUTURE

 

Which door will you choose?

 

* SOCIAL SECURITY

SOCIAL SECURITY

MADE EASY

 

Your Social Security Questions Answered Here

TRIUMPH OVER SOCIAL SECURITY's GOTCHAS

 

SS Ripping off Recipients?

SOCIAL SECURITY CONSUMER STUDY 2014

 

Information on Social Security Satistics

THE SECRET TO MAXING OUT

SOCIAL SECURITY

 

 Get What's Your's - Book

IMPORTANT SOCIAL SECURITY FACTS

 

8 Things you Should Know 

WHEN AND HOW TO CLAIM SOCIAL SECURITY

Benefits can be taken starting at age...

IS SOCIAL SECURITY RIPPING YOU OFF?

 

The more you know, the more you can prepare

STRATAGIES FOR CLAIMING SOCIAL SECUIRTY

 

Where to go from here when looking at retirement

 

* RETIREMENT

WILL YOU HAVE ENOUGH MONEY FOR RETIREMENT?

 

  • 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

  • Expenses in Retirement: What if you become Critically or Terminally Ill, or need LTC

  • 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

11 TIPS TO AVOID JOINING $2 TRILLION CONSUMER DEBT

 

Establish Healthy Financial Habits

TEN MOST TAX FRIENDLY STATES TO RETIRE IN

 

Sunshine here we come

TEN WORST STATES TO RETIRE IN

 

High Taxes, Cost of Living

HEALTH CARE COSTS EAT UP SOCIAL SECURITY INCOME

 

The Costs of Living Longer

 

5 Charts Show Insurance Costs

DOWNSIDE TO LIVING LONGER IN RETIREMENT

 

Now that people are living longer...

MEDICARE COSTS

 

Will Social Security Cover Medicare costs

 

* COMPANY LIFE INSURANCE

 

* TAXES AND LIFE INSURANCE

IS LIFE INSURANCE TAXABLE

 

Life Insurance Tax questions answered

 

* EXAMPLES OF IUL PRODUCTS... Please Contact us for Your Personal Proposal

With an IUL in place I help my Clients to:

 

  • Combat Inflation

  • Grow Cash Tax Free

  • Receive their Money Tax Free

  • Avoid Market Risk

  • Provide Financial Security upon an untimely death

  • Have some Long Term Care in place

 

401K FEES:

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