Serving Businesses. Serving Families.
Achieve stock market growth without stock market risk while providing a tax-free retirement income as long as you live.
Why It’s Time to Retire the 401(k)
If you have even peeked at your account statements in the past year, it’s painfully obvious that something is wrong with the way we save.
Index UL with an Exit Strategy
Dealing with actual performance that does not meet the sales illustration or expectations is all too familiar to those who have sold and purchased many types of life insurance. Declining dividend rates in Whole Life. Market performance that didn’t materialize in Variable Universal Life. Index Cap and Participation rates that were unsustainable in Indexed UL. That doesn’t make any of these products inherently inferior or inappropriate. It does, however, point out that they can lack the flexibility needed to manage varying economic conditions. We’ve changed how we approach accumulation sales to address this issue head-on, putting you back in control of life insurance assets without giving up the downside protection that makes IUL so appealing. Drop me a note or give me a call if you want to take a closer look at how we’re designing this strategy with other clients.