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

Watch the short Retirement-Toolbox video.

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 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!

Request an illustration.