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Indexed Universal Life Insurance

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Maximizing Life Insurance

For years the wealthy have been using life insurance as a tool to help them accumulate wealth, then access their money in the most tax-efficient manner. We believe this strategy should be made available to all because future tax rates will impact everyone, not just the wealthy and privileged.

"Walt Disney borrowed money 2 from his life insurance policy to help fund Disneyland amusement park"

Why Life Works


If you listen to the experts and economists, they are all saying taxes have one direction to go. With traditional qualified plans you just defer your taxes – not insulate yourself from them. So, does it make sense to just defer taxes when taxes are projected to rise and there is clearly a better solution?


Better Products Today


Over the last few years, the insurance industry continues building innovating life insurance products. The most revolutionary product available is Indexed Universal Life (IUL). This product continues to gain popularity because it offers the following benefits:


  •  You never put your principal or earned interest at risk to loss due to market volatility.
  •  The “index” component allows you to track your performance based on the broad stock market.
  •  The product offers underlying guarantees to help you sleep at night.
  •  Should you die prematurely, your loved ones receive tax-free 1 money to take care of financial obligations.


In a nutshell, Indexed Universal Life is not your father’s insurance contract. It’s something completely different.


Making The Most Out Of Life


Which direction do you prefer to go? Looming tax traps in your qualified plans, or are you someone who:


  •  Wants tax-free income 1 at any age, not just after 888-300-9995?
  •  Wishes to save more than $400 a month for retirement?
  •  Desires to protect your loved ones with life insurance?
  •  Is contributing to a qualified plan above the employer match?


If you answered yes to any of the questions above, you should consider The Family Retirement Plan™ funded with Indexed Universal Life.


When structured properly, Indexed Universal Life is a great way to accumulate wealth that you can access 1 in the future without the impact of taxes and protect your family at the same time.


We offer life insurance in Port Charlotte, and all of Florida!

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