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Protect Against High Taxes
&Generate Tax-Free Income.
Today's top marginal tax rate is 37%
Traditional investments could be a ticking tax bomb
Access your cash prior to 59 1/2 with NO IRS PENALTY
How much should be in your tax-free bucket?
3 Types of Money:
Stocks, Mutual Funds, Bonds, ETF's, REIT's, Managed Accounts
Municipal Bonds, Roth IRA,
Defend Against Volatility
with Protection from Market Downturns
Earnings capped or buffered on the upside as a trade-off for downside protection
Index credits never lower than 0%
Lock your gains in annually
Lock in earnings rate at any time with eligible indices
Increase Purchasing Power & Earnings Potential
with a Bank Match
How it works:
Client pays partial premium payments for 4 years
Bank matches initial policy contributions to insurance company and takes over payments years 5-10
Policy value participates in market growth with downside protection & earns interest credits as market goes up
Policy growth potentially satisfies loan
Client collects tax-free annual income & remaining death benefit is transferred to heirs income tax-free
What This Can Look Like
Ages 30 - 60
Assumed Health Class of Standard or Better
Net-Worth of $1 Million or an annual income of $400,000 (or a combination of both)
How to Apply:
Applying for the PremiumLife™ Match can be done in a few simple steps and can be secured in 90 days or less.
Financial documents will be able to confirm that you meet the net-worth an/or income requirements. But first, check below to see if you may qualify for accelerated medical underwriting to waive the need for a medical exam.
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