Are you setting yourself up for a tax nightmare in retirement?

Indexed Universal Life, or IUL for short, can be an incredibly effective way to leverage the power of compound interest, as well as the tax-free privileges afforded to life insurance policies, in a way that can create a tax-free retirement scenario.

Imagine a product that allows you to grow your savings with tax-deferred compound interest over the years, and then can be accessed tax-free once you decide to start accessing it when you retire.

What if you could:

• Grow your money when the market goes up, but never lose money when the market goes down?

• Defer taxes as your cash value accumulates?

• Potentially access that cash value using tax-free policy loans and withdrawals,

and use those funds for retirement income or other needs?

• Provide a tax-free death benefit for the people who depend on you?

Imagine turning on a tax-free income stream at retirement that can last you the rest of your life, no matter how long you live.

Tax-free retirement is a reality, and IUL can help you get there.

I specialize in working with my clients to determine whether an IUL is the right fit for them in their current situation, and what results could be expected given their specific age, health, contribution level, and retirement goals.