INSURED RETIREMENT ADVANTAGE ® ANALYSIS
The dynamics of saving have dramatically changed during the last fifty years. These changes have placed
a greater emphasis on personal empowerment and self-directed strategies to
protect, grow and maintain wealth – and support an individual’s desired lifestyle. Learn how the Insurance Retirement Advantage® will help your clients utilize "other people's money" to enhance the funding of a tax-free retirement.
INSURED RETIREMENT ADVANTAGE®:
With the mercurial rise in federal debt, and likelihood of higher future tax brackets, it has never been more important to create a source of tax-free retirement income than it is today. The Insured Retirement Advantage strategy is not only an efficient way to do so, it also allows you to leverage the future income via enhanced funding using “other people’s money”. By way of analogy, imagine if you could place an unlimited amount of money into a Roth 401k which had additional benefits and for every dollar you contributed, someone else would match that contribution dollar for dollar. Understanding this analogy will give you some insight as to the magnitude of this strategy.