WEALTH GROWTH PRODUCTS
Create New Wealth using Indexed Universal Life Policies
Create new wealth to use at any time during your life—it’s like opening your own private bank. The policies create cash value and provide:
• Tax-Advantaged Wealth Growth
• Tax-Advantaged Income Stream
• Low-Interest Loans with No Credit Reporting
• Wealth Growth to use for College Funding, Real Estate Investing, Cover
Gaps in Income, Travel, Retirement Income, Death Benefit, or Legacy
Funding
Use Death Benefit While You are Living—it’s truly life insurance for life
Access the death benefit while you are living to cover the costs of Critical Illness, Chronic Illness, or Terminal Illness—making the policy truly “Life Insurance” for living life, without paying extra for additional coverages you may never use, such as long-term care policies, cancer policies, final expense plans, etc.
WEALTH GROWTH PRODUCTS
Safely Grow Existing Wealth using Indexed Annuities
Create permanent wealth growth that locks in gains, establishing your new total investment. Your new permanent balance never declines with the stock market.
• Deposit or invest Qualified (Pre-tax) or Non-Qualified (Post-tax) funds
• Deposit Active Employment 401k Plan at age 59-1/2 while you continue
working and receiving your employer match. This removes it from a
variable account to insure no loss of value prior to retirement.
• Deposit Previous Employment 401k and IRA Accounts for secure wealth
growth with no downward trends in value.
• Commence New Account with lump sum deposit
• Enjoy Income for Life Options – Ask about Riders Available
