WEALTH ACCUMULATION

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Be Your Own Banker



What is Indexed Universal Life (IUL)?

An Indexed Universal Life, also known as IUL life insurance, is a blend of investment coupled with life insurance protection.

Similar to Whole Life Insurance, an IUL will guarantee a death benefit in the event of death. An IUL also builds cash value as you value as you pay premiums.

Add a strategy to your financial plan that provides you with:

  • Potential to reduce the downside of the market

  • No market risk: You can’t lose

  • Potential that a properly funded IUL will provide cash for retirement

  • Tax advantage growth

  • Access to money while you are still alive

  • Death Benefit

  • Low fees

Plan today for the uncertainties of tomorrow.

In a time when the marketplace seems unpredictable and volatile, you want a secure solution.

Invest only a few minutes with us, to learn more about IUL’s and how to Be Your Own Bank.

Advantages of an I.U.L.

life insurance lifetime protection

Lifetime protection

Market upside with no downside

Participation in market upside potential and no downside risk

Flexibility

Cash Value Growth

Cash Value Growth

Accumulating Compound Interest

Accumulate compound interest

How do IULs help YOU?

Use it as a savings a plan for college or for your children or grand children.

Accumulate wealth for your retirement.

Fewer fees and restrictions than IRA’s, 401(k)s and 529 plans.

Leave money to your beneficiaries when you pass away.

Beneficiaries can avoid the lengthy and expensive probate process.

Fishing in retirement

We’re here to help create family wealth and secure the roots of your retirement.

Retirement activities
Golfing in retirement