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