Videos

Discounted Designer Annuities

Choose Discounted Designer Annuities for a Steady Reliable Income Stream Paying More Than Bank CDs and Treasuries

Discounted Designer Annuities paying up to 7x the one year bank CD rate.
Discounted Designer Annuities paying up to 7x the one year bank CD rate.

 

https://www.youtube.com/watch?v=vOYJP77fqVQ

Discounted Designer Annuities provide a steady reliable income you can count on. Many can be purchased for yields 7 times greater than a one year Bank CD.

So if you are stuck in the 1% to 2% world of Bank CDs or the 2% to 3% world of long term Treasuries, you can become unstuck and enjoy the safe income streams offered by these discounted designer annuities. Your money will grow faster and/or you will have more of it to spend with the higher yields offered by our designer annuities.

They are issued by top rated insurance companies, names that you know. Many of these companies have been around for 100 years or longer.

Designer Annuities can be perfect for self-directed IRAs 401(k)s Trust and Custodial Accounts. They can be used to fund charitable pledges for pennies on the dollar and for those seeking current or future income.

Read more …

Documents Needed for a Tax-Free Pension Alternative

Documents Needed for a Tax-Free Pension Alternative

https://www.youtube.com/watch?v=vQjlSbeFq4U
Tax-Free IULs and Tax-Free Retirement Plans are Safe Income Strategies that can lead to financial independence and mind blowing retirement options. It is worth your time to gather the documents needed for you application.
Tax-Free IULs and Tax-Free Retirement Plans are Safe Income Strategies that can lead to financial independence and mind blowing retirement options. It is worth your time to gather the documents needed for you application.

Video discusses the documents needed for your Tax-free pension alternative or IUL Application to determine suitability and health risk. The Application asks for financial information: your income and net worth. Health questions: medical history, current medications, family health — Parents & Siblings.

Answers to the Health questions can be provided directly to the insurance company during the telephone verification process.

Answers to Financial questions help determine financial suitability of the plan.  Can you afford it? Is the level of insurance appropriate to your financial position?

Your time is valuable too, so having this information available prior to taking the application will speed up the process. You can upload documents securely to http://www.bruceecoxcpa.com/secure-document-upload.html

How to Jump-Start a Tax-Free Retirement Plan

How to Jump-Start a Tax-Free Retirement Plan

https://www.youtube.com/watch?v=fGEIicO_3So

How to Jump-Start a Tax-Free Retirement Plan by using other people’s money to leverage low yielding assets like receivables and inventory to accelerate wealth building and how to effectively convert a taxable IRA, 401(k) and 403(b) retirement plan into a tax-free retirement plan.  Video explains how.

This tax-free pension alternative is also known as living benefit life insurance or the tax-free IUL.

Many entrepreneurs and small business owners put off saving for retirement.  They wake up one day and realize they have not saved enough.  Qualified plans have Government imposed limitations on the amount you can contribute and the Government tells you when you must start taxable withdrawals.

The tax-free retirement plan has no such limitations.  It can  be structured to allow you to contribute as much as you want, as long as the insurance company will accept the contribution.

A client called this the perfect retirement solution, and a 401(k) alternative.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!

Tax-Free Income You Won’t Outlive!

Tax-Free Retirement Plans Create Wealth

Tax-Free Retirement Plans

https://www.youtube.com/watch?v=aprBQuxWmHc
Free Retirement Plan Comparison
Free Retirement Plan Comparison

Retirement Strategies: The Tax-Free Pension Alternative.

Discover the power of tax-free compounding with our tax-free retirement plans. Access your money income tax free and penalty free when you need it. Living benefit life insurance or the tax-free IUL is truly a wealth accumulator.

There is a little known IRS  strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The strategy has been known to double, even triple after tax income compared to 401(k) and 403(b) retirement plans.

Tax-Free IULs are an IRS Approved Alternative To 401(k) and 403(b) retirement plans with no downside risk.  This tax-free pension alternative is also known as a tax-free retirement plan and living benefit life insurance.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!
  • Tax-Free Income You Won’t Outlive!

More information visit https://www.tax-free-retirement-plans.com

Discounted Designer Annuities

Discounted Designer Annuities

https://www.youtube.com/watch?v=vOYJP77fqVQ

7xBankCDrate

Discounted Designer Annuities are paying more than 7x the One year Bank CD rate and more than double the Ten year U.S. Treasury. This Safe Income Option is a great alternative to Bank CDs and Treasuries.

Choose A Designer Annuity for a Steady Reliable Income Stream Paying More Than Bank CDs and Treasuries

Designer Annuities provide a steady reliable income you can count on. Many can be purchased for yields 5 times greater than a one year Bank CD.

So if you are stuck in the 1% to 2% world of Bank CDs or the 2% to 3% world of long term Treasuries, you can become unstuck and enjoy the safe income streams offered by these discounted designer annuities. Your money will grow faster and/or you will have more of it to spend with the higher yields offered by our designer annuities.

They are issued by top rated insurance companies, names that you know. Many of these companies have been around for 100 years or longer.

Read more about discounted designer annuities.

Discover a Safe Income World

https://www.youtube.com/watch?v=DHG2c-WF0uY

Rolling over money in CDs earning less than 1% on your money?

Discover a new Safe Income World where you can earn 5% with new Safe Income Strategies.

We discount secondary market annuities and structured settlements and you can earn
5% plus. The income streams are guaranteed by insurance companies

Safe Income Strategy #1

The CD killer.

Moves people from a 1% to 2% world of Bank CDs to a 5% to 6%+ world of Guaranteed payments by top rated insurance companies, many of which have been around for more than 100 years.

We discount future cash flows for cash now. We provide liquidity where no liquidity exist to people who need cash now. The payments we acquire are guaranteed and paid by top rated insurance companies.

Using a 4000 year old idea that has been passed down through the centuries by families of money changers, and applying this idea to a niche in the insurance industry, we are able to take advantage of a secret the insurance industry doesn’t want you to know. A secret that is hidden in plain sight in every annuity and life insurance policy…the right to sell, assign or transfer your policy.

Using this knowledge, we are able to cash out annuities and structured settlements. There is no provision to surrender an annuity or structured settlement once payments have begun. The insurance companies have locked in a long term low interest liability and they are unwilling to extinguish this liability prior to maturity. They are earning higher rates of return than they are paying out, and they won’t give up the positive spread.

You get a steady, dependable income you can count on, that’s paying more than bank CDs, money markets or treasury’s and without the downside risk of stocks, bonds or mutual funds.

Longevity Risk – How Long Will Your Money Last?

Longevity Risk – How Long Will Your Money Last?

Retirement-Toolbox Video discusses Longevity Risk.

https://www.youtube.com/watch?v=lFk7n8IRCFQ

Strapped_for_cash_wtext987ac9-2

Longevity risk.  If you retire in your 60s or 70s, your money has to last you 30 years or more.  Many people run out of money 7 to 10 years into retirement.

  • Withdraw too much money in the early years of retirement
  • Heavy taxation of retirement plans were not considered
  • Risky investments caused big stock market losses.
  • Did not save enough

How Long Will Your Money Last?  Will You Outlive Your Income?

Our 3 Safe Income Strategies are focused on keeping your money safe, generating a steady reliable income you can count on, paying more than BankCDs, Money Markets & Treasuries, without the downside risk & yo-yo volatility of stocks, bonds, mutual funds or commodities.

These Strategies work.  During the Financial market melt down of 2008 & 2009, when many people saw their IRAs, 401(k)s & other retirement savings cut in half, none of our clients lost money using these strategies.

Their money was safe & secure, their income steady & reliable.

Request an illustration and a Free Retirement Comparison.

Free retirement plan comparison
Free retirement plan comparison

How to Generate a Safe Steady Reliable Income

How to Generate a Safe Steady Reliable Income You Can Count On

Reliable Income means peace of mind.

7x Bank CD rate and a steady reliable income
7x Bank CD rate and a steady reliable income
Tax-Free Retirement Plans provide a reliable income stream
Tax-Free Retirement Plans provide a reliable income stream

IRSaaaCashiStock_000004647415Small300x200

Watch the video below.  Discover how to generate a safe steady reliable income you can count on, paying more than Bank CDs, Money Markets & Treasuries without the downside risk and yo-yo volatility of stocks, bonds, mutual funds and commodities

We Offer Three Safe Income Strategies that are focused on Keeping your money safe.  Generating a steady dependable income stream you can count on. Paying more than Bank CDs, Money Markets and Treasuries and without the downside risk and volatility of stocks, bonds and mutual funds.

The Safe Income Strategies work.

During the Financial Melt down of 2008 & 2009, none of our clients lost money due to market volatility with these strategies.

Their Capital was secure and their Income was steady and dependable.

https://www.youtube.com/watch?v=18VpMxkNpmk

 

How to fund charitable pledges for pennies on the dollar

https://www.youtube.com/watch?v=Dljbq8sToHk

How to fund charitable pledges for pennies on the dollar.

We discount future cash flows for cash now. We provide liquidity where no liquidity exist to people who need cash now. The payments we acquire are guaranteed and paid by top rated insurance companies.

We buy the future annuity or structured settlement payments at a discount…and you get a steady, reliable income you can count on, that’s paying more than bank CDs, money markets or treasury’s and without the downside risk of stocks, bonds or mutual funds.

While each transaction is unique, many pay immediate income, others defer payments for a number of years.

Using a 4000 year old idea that has been passed down through the centuries by families of money changers, and applying this idea to a niche in the insurance industry, we are able to take advantage of a secret the insurance industry doesn’t want you to know. A secret that is hidden in plain sight in every annuity and life insurance policy…the right to sell, assign or transfer your policy.

Using this knowledge, we are able to cash out annuities and structured settlements. There is no provision to surrender an annuity or structured settlement once payments have begun. The insurance companies have locked in a long term low interest liability and they are unwilling to extinguish this liability prior to maturity. They are earning higher rates of return than they are paying out, and they won’t give up the positive spread. – See more at: http://charitablepledge.com/