When it comes to saving for retirement and building wealth most people put money in their 401K or other tax deferred financial instrument that is subject to market risk. I am here to tell you there is a better way! When properly structured and with the right features an Indexed Universal Life Insurance Retirement Plan will allow you to accomplish the following:
1. Grow your money 100% TAX FREE
2. Grow your money without market risk
3. Take advantage of a down market by borrowing against (not from) your cash value
4. Protect your family in the event of an untimely death
5. Pay you living benefits in the event your are injured or become ill
When implementing this strategy, the details must be understood thoroughly. If you decide to get a free Life Insurance Price Proposal, it is a requirement to schedule an appointment with Dave Albritton. This way the strategy can be explained and thoroughly understood before you decide to use this strategy.
In addition to life insurance retirement plans we offer retirement account rollovers into indexed annuities, which will be taxed the same way as the account you are rolling it from however these financial instruments are not subject to market risk, which makes them a good option for someone that does not have the time horizon in their retirement years to absorb a large market loss.
If you would like a proposal for either of these strategies please call, text or email Dave Albritton. The contact options are listed below!
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