Learn about this Powerful Tool

In this video you will learn how to use the tax code to supercharge your retirement savings.

Retirement is a rollercoaster. Are you ready for the ride?

Learn how to ride your retirement

1st Benefit

Power of Indexing

Indexing allows your retirement to participate and lock-in the upside market gains, but never in the downside market losses.

The FIA participates and locks in the gains, but when the market index declines, the FIA does not lose value.

With Indexing, your retirement is always safe and your principal and gains will never be lost due to market downturns.

2nd benefit

Safety and Security

We represent only those financial institutions that carry an “A” rating or higher with the major financial rating institutions (Moody’s, AM Best, Fitch, S&P). This means that they have excellent financial outlooks to secure your funds.

Furthermore, all companies are registered as Legal Reserve entities in the State you reside, so they have to prove each year that they have at least one (1) dollar of liquid reserves for each one (1) dollar of liability.

Lastly, each State also carries a guarantee fund which the annuity companies pay into to provide an additional layer of security and guarantees.

3rd benefit

Tax Deferred Growth

FIAs allow your funds to grow tax deferred. This results in Triple-Compounding Interest.

You earn interest, you earn interest on your interest, and you earn interest on the money that you would have normally paid in taxes.

Assuming a 25% tax bracket and a 5% annual gain, a $100,000 FIA would have 12% more after 10 years when compared to a non-tax deferred investment, such as a bank CD.

4th benefit

Eliminate Fees

We can’t control the market, but we can control the fees we pay. Many of us are unaware what fees we are being charged and how it is eroding our nest-egg.

FIAs can eliminate the fees seen in traditional equity investments, such as load fees, expense fees and 12b-1 fees.

According to the Investment Company Institute, the average annual fees (expense ratio & 12b-1) for equity mutual funds were 1.50% per year.

These fees, which offer no guarantee, can erode a substantial amount of your retirement over time.

5th benefit

Eliminate Market Risk

A very real and dangerous risk in retirement is Sequence of Returns Risk.

This risk involves the order in which your investment returns occur.

An investment portfolio, over time, might have a very favorable average annual return, but if a retiree experiences too many negative returns in a short period of time, while withdrawing funds to live off of, they could actually run out of money in retirement.

Risk-Free Growth

You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.

Tax-Free Income

This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.

Cashflow You Can't Outlive

If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.

6th benefit

Guaranteed Lifetime Income

Only annuities can offer guaranteed lifetime income.

Traditional investments can pay a retiree principle and investment returns, but annuities offer a third dimension called Mortality Credits, which are unique to annuities (FIAs).

These Mortality Credits can provide higher withdrawal rates in retirement when compared to SAFEMAX rates and can guarantee a paycheck for life, even if the money has been depleted.

7th benefit

Avoid Probate

Annuities, just like life insurance, go direct to beneficiaries and avoid probate

According to LegalZoom.com, average probate cost is 2%-4% of the estate, with some states as high as 7%

If you had $300,000 in an annuity, you could be saving up to $21,000 in probate costs!

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What this program is...

If you want to supplement your retirement with tax free income.
If you are concerned about taxation in the future.
If you don't want negative returns..
If you have maxed out qualified contributions.
If you are a business and are looking to insure key employees.
If you want to leave a legacy for your loved ones.

What this program is not...

This IS NOT a sales pitch to buy software.
This IS NOT a bi-weekly payment program or refinance.
This IS NOT an increase to your current monthly budget.
This IS NOT a mortgage modification, alteration or any other change to your current mortgage.