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Lagoon
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Invest Better.
Grow Quicker.

Watch to hear straight from Nathan Medin, Senior Partner of UFC and PremiumLife™ Match Program Creator, on why he believes this program is what sophisticated financial advisors should be offering their H.E.N.R.Y clients (High Earners Not Rich Yet) to help them access the power of leverage without having to post collateral. 

Increase Purchasing Power & Earnings Potential
with Collateral-Free Bank Financing

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

Through this exclusive PremiumLife Match program, clients can access the same advantages of a traditional IUL policy but also take advantage of additional bank-paid premiums that will exponentially increase their return potential without having to pull their policy with other investors or pledge any outside collateral.

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

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Lagoon

Program
Qualifications:

  • Ages 30 - 60

  • Assumed Health Class of Standard or Better

  • Net-Worth of $1 Million or an annual income of $400,000 between spouses - or a combination of both (sliding scale)

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 ©2022 Universal Financial Consultants. All Rights Reserved.

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