Tax-free retirement

There are few things in life that are tax free. Life insurance is one of them. And when designed properly, you can use life insurance for a tax-free, lifetime retirement income. It’s like purchasing your own pension plan…minus the partnership with Uncle Sam.

If you’re concerned that social security may not be enough, or you like the idea of taking taxes out of the equation, reach out to our office. We have products that grow based on the performance of an index, but will not lose money when the market crashes.

If you really want to blow your mind, have us run an illustration on one of your kids or grandkids and watch the eighth wonder of the world in action.