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Tax Free Retirement
IUL
For Your Future

 

Discover the Wealth Secrets of the IUL

 

Build a Compound Interest Tax Free Retirement

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Why An IUL Rather Than A 401K or IRA?

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With A Tax-Deferred 401(k) or IRA…

  • You must pay taxes.  This is done either one of two ways - 1) in advance or 2) when you're taking income in the future.

  • Your money is not liquid.  Simply put - you can't access your money any time you want. In the event of a financial hardship withdrawal, you're heavily penalized.

  • ​You are limited to how much you invest.  The plans with the most tax benefits have annual funding limits.

  • Your money is not guaranteed.  The money in your 401(k) or IRA may increase in up markets but accordingly will decline in falling markets.

  • ​You are required to report your earnings to the IRS.  Everything in a 401(k) or IRA is Uncle Sam’s business.

 

 

A Compound Interest Account with an IUL…

  • You don’t pay taxes on growth or principal. Ever.  This is 100% legal if your account is set up correctly and structured according to current IRS tax-code.

  • ​Average historical returns of 5-7% annually.  All tax-free and net of fees and costs.

  • Your IUL account is GUARANTEED not to go backwards.  Lock in gains when the market is up.  Suffer NO loss when the market is down.

  • Your money is liquid.  Take money out any time you want – for any reason – without penalty.  100% of your money continues to earn interest.

  • ​You are not required to report money you take out to the IRS.  The IRS doesn’t consider money taken out as "income" – so there’s no tax.

 

Why hasn't my financial advisor ever told me about this?

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Reason 1:  Most financial advisors don’t know that an account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.

 

Reason 2:  Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.  

 

Reason 3:  They don’t want to take a pay cut!  In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost.

 

As a result, less than 0.07% of Americans have what we call a compound interest account set up—while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.

 

This Sounds Too Good To Be True - Right?

Nope. It’s very real.  In fact, the IUL is not a new investment strategy.  

 

Accounts like these have been used by wealthy individuals and families for over 100 years to build and then pass on fortunes in a legally tax-free environment.

 

The only question is...do you qualify for an IUL?

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While an IUL is NOT available just to the super-rich…an account like this can only be technically set up if you or your family qualify for it.

 

To discover if you qualify for an IUL contact us by email and we will be in touch to conduct a brief survey.

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Once again, if you desire a tax free retirement income; no tax liability on growth; zero risk or exposure to market downturns and preservation of capital.  See if you qualify by contacting us by email.

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Only available to residents of Florida, Virginia, Connecticut, Colorado, Utah and North Dakota.

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