Tax-Free Pension Alternative: Sara’s Story

What The Tax-Free Pension Alternative can do for you! Sara’s Story

Watch the short Retirement-Toolbox video.

https://youtu.be/zROM_C0irQ4

Sara, age 68 Worried about Stock Market Losses has been Rolling over CDs, earning less than 1% on her money. We introduced Sara to the Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL, where you don’t lose money when the markets go down. Sara would need $3,400,000 in CDs to generate the same after-tax income that $300,000 invested and accrued for 4 years will produce based on projected returns that are below historical averages. Sara loved this safe income strategy.

Escape the 1% World of Bank CDs
Escape the 1% World of Bank CDs with a Tax-Free Pension AlternativeThis strategy works.  Clients love this Tax-Free Pension Alternative, also known as living benefit life insurance, the Tax-Free IUL.

This strategy works.  Clients love this Tax-Free Pension Alternative, also known as living benefit life insurance, the Tax-Free IUL.

  • You don’t lose money when the markets go down, so you are never digging out of an investment hole!
  • You Share in Market Upside when Markets go up, up to a cap rate currently 13.5% to 16.0%.
  • You’ll Earn Reasonable Rates of Return!
  • Your Gains are locked in annually, so you never give back profits already earned!
  • Tax-Free Penalty Free Withdrawals at any age, the ultimate tax shelter!
  • You can generate a Tax-Free Income You Won’t Outlive!

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Free retirement plan comparison
Free retirement plan comparison