The 10,000 baby boomers
retiring daily are a
constant “eye opener”
as to how tax-inefficient
IRA and 401(k) assets are!
Convert your taxable assets into a
vehicle
with no out-of-pocket cost to you
using Life Insurance!
IRA RESCUE
Here’s How We Do It…
Year 2 $100kYear 3 $100kYear 4 $100k(Policy loans always earn interest!)
UTILIZE POLICY LOAN TO PAY TAXES
By Year 5Tax-free Accumulation Value in Life Policy is Equivalent to the Original Pre-tax Balance
OptionsDecrease Coverage to Increase Tax-free IncomeORMaintain Coverage to:Tax-free Wealth Transfer
Year 1 $333kYear 2 $333kYear 3 $333k
MOVE ASSETS FROM IRA TO LIFE POLICY OVER 3 YEARS
Minimize Coverage Maximize Cash
Value
(Decrease Insurance Fee)
LIFE POLICY
• Participating Life Policy loan allow you to earns interest on
outstanding loans and can be paid back upon death
• Index Universal Life gives retirees safe and consistent growth
potential while also protecting them from Downside Market Losses
• Index Universal Life offers competitive features such as Early
Liquidity, Guaranteed Lifetime Income and a Long Term Care
Benefit
This new tax-efficient vehicle can be used for:
• Guaranteed tax-free lifetime income
• Tax-free wealth transfer
• Tax-free accumulation
• Long Term Care Coverage