Enhancing & Protecting Wealth, Tax Efficiently, through All Stages of Life
Why Would You Pay 10 to 30 years for a Term life Insurance & then have NOTHING to Show For it?!
card_giftcard Educational & Path Setting Gifts
Free for the asking!
Consumer Guide: Proven Wealth Strategies Learn about the wealth building practices of the top 25%. Informative & nsightful
Your Personal Wealth Report A retirement income comparison between a life insurance policy and other types of financial vehicles. With great infographics and illustrations
A Power Pack of 5 Conceptual Brochures Powerful and lesser known financial concepts, geared towards explaining market fluctuations, risk, taxes and income
monetization_on“Life Insurance is the Single Biggest Benefit in the Tax Code”
Ed Slott (CPA and a nationally recognized IRA expert)
pie_chart It is often inconceivable for people to realize that in an identical scenario and a side by side comparison, a Properly Designed, Maximum Funded Permanent Life Insurance Policy beats both IRAs & other Qualified Plans, such as a 401K!
show_chart The modern Permanent Life Insurance is a Flexible Financial Vehicle that can be structured & designed to meet the specific needs, goals, and budgets of every individual & family. In other words, it doesn’t always have to be “Maximum Funded”! In fact, it can also be Minimum Funded! A life policy’s primary goal in a minimum funded scenario is to provide a Guaranteed Life-Time Coverage, and not so much cash value. A minimum funded design is mainly for budget conscious clients who desire to have a guaranteed coverage for as long as they live at the minimum possible price
event_noteMake an Explanatory & Educational Appointment with Us Today
We Specialize in Making the Complex Understandable!
Your Best Decision is Always an Educated One
event_available Plans for: Protection, Accumulation, & Tax Free Income
BRONZE PLAN $300/month
- Life Insurance Coverage: $500,000
- Cash Value in Year 25: $223,063
- Tax Free Income from Ages 71 to 100: $22,000 per year
SILVER PLAN $500/month
- Life Insurance Coverage: $750,000
- Cash Value in Year 25: $330,404
- Tax Free Income from Ages 71 to 100: $32,500 per year
GOLD PLAN $750/month
- Life Insurance Coverage: $1,000,000
- Cash Value in Year 25: $500,352
- Tax Free Income from Ages 71 to 100: $49,300 per year