An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.
Protect yourself from market downturns and grow your money tax free!
With a 0% floor, an IUL can protect you from market downturns, For instance if the market is down 20%, you will be at 0%.
With an IUL, your money grows tax-deferred, meaning you won't pay taxes on the growth as it accumulates. Unlike a 401(k) or IRA, where taxes are inevitable either on contributions or withdrawals, an IUL allows you to access your funds through tax-advantaged loans and distributions.
If you put money into a 401k or IRA you will either get taxed on the front end or the back end. With an IUL, you completely avoid those taxes!
IULs provide flexible premium payments, adjustable death benefits, and the ability to access funds for retirement, emergencies, or other needs.
The beauty of an IUL is the tax advantages. By maximizing your dollar you are able to leverage your money to buy assets such as real estate!
Take control of your retirement savings with tax-advantaged solutions that protect and grow your money.
Efficiency is king. With 3 simple steps, you will unLock your financial future and forever change your family tree.
