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Retirement Strategy

“Be Your Own Bank”

Indexed Universal Life (IUL) insurance is a powerful tool that is used to both create and maintain wealth.

Also known as the “Rich Person Roth”, a properly structured and funded IUL can provide:

    • A cash account with rates of return linked to leading financial indices.
    • Savings that are protected from market volatility via a 0% “floor” on losses.
    • A permanent insurance policy with death benefits.
    • Living Benefits such as Long Term Care, or Critical Illness.
    • Provide tax-deferred growth and tax-free distributions (income) during retirement.

Contact us today to obtain a free Wealth Report to learn how this tool can work as part of your portfolio.

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