209-232-0079
469-656-8072 Dallas, Texas 75002
 Business & Individual Tax Savings |  Medical & Health Insurance |  Mortgage Protection |
|---|---|---|
 Market Analysis |  Life Insurance & Annuities |
- Read More
Min of 3% ROI Grantee,Tax Free Distribution, Compound Interest, Death Benefit Included,ETC
30 min
Call Today - Read More
1 Day Pay, Direct Payments, Portable, On & Off the job, Telemedicine, $5-$15/Policy
30 min
Call Today - Read More
Life Insurance, Mortgage Protection, Final Expenses, Wealth Accumulation Plans
30 min
Call Today - Read More
"NO COST" to Business Owner (Payroll Deductible), Coverage On & Off the job, Tax Deduction
30 hr
Call Today - Read More
Tax-Free Distribution, No Risk of Market Loss (Grantee), Compound Interest,
30 min
Call Today - Read More
Group Medical Coverage, Retirement Plans, Life Insurance, Mortgage Protection
30 min
Call Today
Retirement Plan for small businesses
what type of retirement plan is the right fit for your business? Self-employed people and small-business owners with any number of employees. Contributions made by the employer are tax deductible as a business expense. Here is few more bullet points to help you decide:
-
Cash Growth During Market Upside
-
Gains Will Be Locked in Annually
-
Protections Against Loss
-
Cash Growth After Retirement (Never Run Out Money)
-
No Mandatory Distribution
-
Access Cash Value
-
Tax-Deferred Growth
-
Riders Available
-
Low Fees
1-Total Return on Investment (Tax-free)
Cash Value Accumulation: Your cash value grows according to either a Fixed Account Value or Index Participation Rate. There are pros and cons to each crediting method. An IUL Policy that has a cash value (CV) and allows for cash accumulation inside the policy. This cash value grows over time at positive guaranteed rate. The cash value will keep growing even after retirement and can always be accessed and used as you see fit. In addition most of the policy withdrawals are tax-free.
2-Key Features and advantages
Protection Against Loss (Guaranteed):
-
Cash Growth During Market Upside
-
Gains Will Be Locked in Annually
-
Protections Against Loss
-
Cash Growth After Retirement (Never Run Out Money)
-
No Mandatory Distribution
-
Access Cash Value
-
Tax-Deferred Growth
-
Riders Available
-
Low Fees
-
Great Value
3-IRA 401k vs IUL Performance, ROI (S&P500)
Lock In Gains: (Guaranteed):
Each year the gains are locked in or captured. In other words, every year your gain will be secured along with your previous cash value total, and will not be taken away due to negative index performance.
-
IRA vs IUL (S&P 500)
-
5K Annual Investment
-
Power Of Locked In Gain
4-IRA 401k vs IUL(S&P500)
Historical Performance 2000-2017
Historical performance: What this means for your cash value is that when there is a horrible year in the market, or even just a year in which the markets drop below zero, the amount that will be attributed to your cash value is the guaranteed minimum, called your Index Floor Rate. In a market that is volatile or significantly bearish (down) the minimum guarantee protects your cash value and keeps you on track toward your financial goals.
