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Lagoon
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Invest Better.
Grow Quicker.

The PremiumLife™ Match program is an opportunity for individuals to access an elite leverage strategy that increases their earnings potential.

Dramatically Increase Your Tax-Free Retirement Income Potential with Bank Funded Premiums

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Sophisticated individuals have been using index universal life insurance to create tax-free wealth for decades. 

Through this exclusive program, clients can access the same advantages of a traditional IUL policy but also take advantage of additional bank-paid premiums that can dramatically increase their projected income & death benefit. All tax-free.

This revolutionary wealth strategy has helped many families and business owners harness the opportunities available to them that will hedge against market volatility, minimize their tax exposure, and maximize their legacy.

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Contributing $50,000 for 5 Years

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Lagoon

Program
Qualifications:

  • Ages 30 - 60

  • In Good Health

  • Net-Worth of $1 Million or an annual [joint] income of $400,000 (or a combination of both)

Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Benefits and values shown on this page and its affiliated links are not guaranteed. Actual results may be less or more favorable. Full product illustration must be reviewed before any decision is made to fully understand the details, guarantees, and performance assumptions of the policy. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information. Copyright ©2023 Universal Financial Consultants. All Rights Reserved.

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