Bank CD Alternative

Bank CD Alternative

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  1. Earn 1%-3% Higher Interest vs Bank CDs
  2. Tax-Deferred Growth
  3. 1-10 Year Term Periods
  4. Safety & Liquidity
  5. Up to 10% Free Annual Withdrawals
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Published in: on April 3, 2019 at 6:39 PM  Leave a Comment  
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S&P 500 vs Indexed Universal Life

Are you tired of the Wall Street Rollercoaster?

 

The following chart shows the historical performance of the S&P 500 vs an Indexed Universal Life Policy with a 12% Annual Cap and Zero Downside Risk.

 

iul vs s-p performance1

In addition, some Indexed UL policies include Accelerated Living Benefits that can advance up to 90% of the death benefit in case of Critical, Chronic or Terminal Illness.

The advanced funds are tax-free and can be used for any purpose, such as Medical Deductible, Household Expenses, Monthly Bills, Mortgage Payments, Long-Term Care, Lost Income, Retirement Income, Travel, etc.

Tax-Free Retirement Plan

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Click Here to view our Income for Life Videos

The Dow Jones is down over 2300 points from the 52 week record high.

Do you really believe it will get back above 18,000 and stay there?

Is your financial adviser still telling you to hang in there?

Our plans provide numerous advantages, including:

  • Fixed Interest and/or Market Indexed Growth
  • Zero Downside Risk
  • Guaranteed Lifetime Income
  • No Sales Fees
  • Safety with A+ Rated Carriers
  • Cash Value Liquidity and Policy Loans
  • Tax-Free or Tax-Deferred Income 1
  • 7% Annual Interest on Lifetime Income Account 1
  • Bonus on Deposits 1
  • Critical, Chronic or Terminal Illness Benefits 1
  • 200%-300% Long Term Care Benefits 
  • Death Benefit

Note 1: Benefits vary by carrier and policy design

Please contact me if you have any questions.