Uncover the Wealth-Building Power of Indexed Universal Life
Why Didn't My Financial Advisor Mention This?
Reason 1: Most financial advisors don’t know that an account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.
Reason 2: Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.
Reason 3: They don’t want to take a pay cut! In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost.
With A Tax-Deferred 401(k) or IRA…
You must pay taxes
(either in advance or when you're taking income in the future).
Your money is not liquid, meaning you cannot access it anytime you want. If you make a hardship withdrawal, you face heavy penalties.
You are limited in how much you can invest, as plans with the most tax benefits have annual funding limits
Your money is not
guaranteed, it can grow in up markets but will decline in down markets
You are required to report
your earnings to the IRS,
making everything in a
401(k) or IRA subject to
government scrutiny.
Compound Interest Account through an IUL:
You never pay taxes on growth or principal
(This is entirely legal if your account is correctly set up and structured according to current IRS tax codes.)
Enjoy average historical returns of 5-7% annually
(Tax-free, and net of fees and costs.)
Your account is
GUARANTEED not to lose
value (Lock in gains when
the market is up, but
experience NO losses when
the market is down.)Your money is Liquid
(Withdraw funds anytime, for any reason, without penalty – all while 100% of your money continues to earn interest.)
You are not required to report money you take out to the IRS
(Withdrawals are not considered 'income' by the IRS, so there’s no tax. It’s none of their business!)
Create a Tax-Free Retirement with Compound Interest
Uncover the Wealth-Building Power of IUL
Why Didn't My Financial Advisor Mention This?
Too Good To Be True?
Think Again!
Absolutely not. It’s very real.
The IUL is a time-tested investment strategy.
For over 100 years, wealthy individuals and families have used these accounts to build and pass on fortunes in a legally tax-free environment.
Major banks like Wells Fargo, JP Morgan, and Bank of America hold more assets in these accounts than in real estate!
President John F. Kennedy had an account like this.
So did Presidents Taft, Cleveland, McKinley, Harding, and FDR (FDR held a large portion of his estate—$562,142, equivalent to over $7 million today—in his account).
Even John McCain used his account to fund his 2008 electoral campaign.
Joe Biden, our current president has SIX of these accounts...
The only question is...
Do You Qualify for an IUL?
The IUL is NOT exclusive to the super-rich…
However, an account like this can only be set up if you or your family qualify.
To find out if you qualify for an IUL, take our 30-second survey below.
To see if you qualify, complete the survey below:
30 Seconds To Apply and Pre-Qualify
Reason 1:
Most financial advisors don’t know that an account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.
Reason 2:
Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.
Reason 3:
They don’t want to take a pay cut! In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost.
As a result, less than 0.07% of Americans have what we call a compound interest account set up—while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.
With A Tax-Deferred 401(k) or IRA…
You must pay taxes (either in advance or when you're taking income in the future).
Your money is not liquid, meaning you cannot access it anytime you want. If you make a hardship withdrawal, you face heavy penalties.
You are limited in how much you can invest, as plans with the most tax benefits have annual funding limits
Your money is not guaranteed, it can grow in up markets but will decline in down markets
You are required to report your earnings to the IRS, making everything in a 401(k) or IRA subject to government scrutiny.
Compound Interest Account through an IUL:
You never pay taxes on growth or principal. (This is entirely legal if your account is correctly set up and structured according to current IRS tax codes.)
Enjoy average historical returns of 5-7% annually. (Tax-free, and net of fees and costs.)
Your account is GUARANTEED not to lose value. (Lock in gains when the market is up, but experience NO losses when the market is down.)
Your money is Liquid (Withdraw funds anytime, for any reason, without penalty – all while 100% of your money continues to earn interest.)
You are not required to report money you take out to the IRS. (Withdrawals are not considered 'income' by the IRS, so there’s no tax. It’s none of their business!)
Too Good To Be True? Think Again!
Absolutely not. It’s very real.
The IUL is a time-tested investment strategy.
For over 100 years, wealthy individuals and families have used these accounts to build and pass on fortunes in a legally tax-free environment.
Major banks like Wells Fargo, JP Morgan, and Bank of America hold more assets in these accounts than in real estate!
President John F. Kennedy had an account like this.
So did Presidents Taft, Cleveland, McKinley, Harding, and FDR (FDR held a large portion of his estate—$562,142, equivalent to over $7 million today—in his account).
Even John McCain used his account to fund his 2008 electoral campaign.
Joe Biden, our current president has SIX of these accounts...
The only question is...
Do You Qualify for an IUL?
The IUL is NOT exclusive to the super-rich…
However, an account like this can only be set up if you or your family qualify.
To find out if you qualify for an IUL, take our 30-second survey below.
To see if you qualify, complete the survey below:
30 Seconds To Apply and Pre-Qualify
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