Indexed
Universal Life ( I.U.L.)
 Strategy - one
This product can be specifically designed to provide long-term cash value
accumulation. This product offers permanent life insurance protection combined
with the opportunity to earn interest linked to the performance to one
or more stock market indices.
Strategy - two
We can design this product to help supplement college and retirement, an
excellent asset protection/reallocation vehicle.
Strategy - three
Designed to build high cash value and provide a guaranteed death benefit
up to age 120, our most competitive indexed universal plan.
Strategy - four
Permanent life protection combined with the opportunity to earn interest
linked to the performance of one or more stock market indices. This IUL
is exclusively design to build early cash value accumulation.
Universal Whole Life & Term
Strategy - one
Provides comprehensive death benefit protection and delivers exceptional
long term cash value accumulation.
Strategy - two
For clients who want the perform and flexibility of universal life coverage
plus the permanent guarantees associated with a whole life insurance.
Strategy - three
A universal life product that provides low cost death benefit protection
along with several added benefits.
Financial Insurance
Strategy - one
- 1035 exchange
- Buy-sell agreement
- Key-person insurance
Strategy - two
- Retirement supplement
- Family protection
- Annuity maximization
- Legacy building
Strategy - three
- College supplement
- 1035 exchange
- Premium financing
- Income Replacement
Strategy - four
- Asset protection
- Wealth transfer
Single premium whole life insurance
You can allocate a portion of your assets to a single premium whole life
policy. You will immediately increase the size of your estate plus the
benefit to your heirs will be free from federal income tax, keep in mind
you should only use funds for daily living expenses with this strategy.
Fixed indexed annunities
Begin building your long term retirement income
with a product strong enough to meet today’s needs and flexible enough
to handle what tomorrow holds in store, because who knows what retirement
will look like 20 years from now. It also provides income options you cannot
outlive.
LPI (the architect of life settlements)
A new asset class, life settlements are similar in nature to a zero coupon
bond. Call our office for a brochure on this product.
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