An IUL is a flexible permanent life insurance policy that combines death benefit protection with tax-advantaged cash value growth linked to a market index. It offers market upside potential with a guaranteed floor, making it ideal for long-term wealth accumulation and retirement planning..
Reward and retain key employees with tax-advantaged life insurance benefits paid by the employer. Employees enjoy cash value growth and flexible personal ownership, while employers get a deductible bonus strategy. It’s a smart way to secure top talent and provide financial protection for your team.
Fixed Index Annuities provide a way to grow your retirement savings with potential tied to a stock market index while protecting your principal. They offer tax-deferred growth, allowing your money to compound efficiently over time. Plus, FIAs can provide a guaranteed income stream in retirement, giving you peace of mind and financial security.
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