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Capitalize on the compounding effect of index universal life insurance and magnify returns exponentially without incurring additional costs.

Capitalize on the compounding effect of index universal life insurance and magnify returns exponentially without incurring additional costs.

Participate in Market Gains, but Not Losses.

With the protection of a cap and floor, IUL policies harness the performance of market indexes, such as the S&P 500, enabling policyholders to participate in market gains without being subject to market losses, ensuring a level of security often unattainable with other investment options.

The tax-free nature of IUL withdrawals and loans provides flexibility in accessing funds when needed, further enhancing its appeal as a comprehensive wealth-building tool. In essence, this unique wealthy strategy design utilizing index universal life insurance unlocks a pathway to greater leverage and tax-free returns, offering a sophisticated solution for those seeking to optimize their financial portfolios.

Flexible Funding and Distribution Options.
Exponential Tax-Free Growth.

Index universal life insurance (IUL) presents a unique and innovative strategy for wealth accumulation, leveraging its distinct features to optimize returns while minimizing tax burdens. Unlike traditional investment vehicles, IUL offers policyholders the potential for tax-free growth, providing a powerful advantage in wealth management.

IDEAL CLIENT:

-35-65 years old

-Insurable

-Income of at least $250K a year

-Net-Worth of $1MM+ (including home value)

 

If you have clients that fit this profile, learn more about our exclusive strategy approved by 2 leading insurance carriers that requires no outside collateral, offers a guarantee the loan rate at 5% or LESS, and can help exponentially increase earnings and protection potential. 

Get the FLEX Infographic

See the impact of this unique design with the easy-to-read infographic below!

IDEAL CLIENT:

-35-65 years old

-Insurable

-Income of at least $250K a year

-Net-Worth of $1MM+ (including home value)

 

If you have clients that fit this profile, learn more about our exclusive strategy approved by 2 leading insurance carriers that requires no outside collateral, offers a guarantee the loan rate at 5% or LESS, and can help exponentially increase earnings and protection potential. 

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