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The Basics of Indexed Universal Life

[p1vc-video] Indexed Universal life insurance contracts differ from traditional whole life policies by specifically separating and identifying the mortality, expense, and cash value parts of a policy. Dividing the policy into these three components allows the insurance company to build a higher degree of flexibility into the contract. This flexibility allows (within certain limits) the […]

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Millennials May Opt out of ERISA Plans & Opt into Tax-Free Strategies for Retirement – Part 2 of 5

[p1vc-video] How can someone create their own retirement plan? When I say create your own retirement plan I mean making use of all the retirement options available to all people. It is time to depend on your own resources instead of just the government or your employer for your retirement income. Use All Three Income […]

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Protecting Your Retirement Income from Taxes – Ed Slott, CPA Tax Advisor

[p1vc-video] A Roth IRA is an Individual Retirement savings Account best known for providing tax free earnings growth and tax free retirement distributions. Individuals can contribute up to $4000 a year ($5000 if 50 and older) from after-tax dollars, and in return may receive tax free retirement income, provided all rules are met. KEY POINT: […]

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Max-Funded Life Insurance Break-Down | Tax-Free Retirement Series

[p1vc-video] Fitness, life insurance & safe money interact in more ways than one. Not only does fitness affect one’s ability to qualify for insurance coverage, that coverage can affect one’s financial fitness, especially where safe money and retirement planning are concerned. Fitness is a way of life that goes beyond physical fitness, although it certainly […]

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Personal Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence

[p1vc-video] https://retirement-toolbox.com 800-955-7898 Retirement Strategies: The Tax-Free Pension Alternative. Your Personal Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan. You don’t lose money when the markets go down. You share in market upside when the markets go up. You earn reasonable rates of return and gains are locked in. You […]

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Investing Basics: Retirement

[p1vc-video] Many of us think about taking out a retirement plan as a way of meeting our retirement goals. This kind of retirement plan is in fact the most common used today, and many people are deciding to secure their goals by taking a 401k. Having a plan for what you want to accomplish regarding […]

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Ed Slott IUL Tax Free Retirement

[p1vc-video] Did you know that permanent life insurance is considered the new qualified retirement plan? I didn’t either until I came across a revolutionary product. Let me share some facts about traditional qualified retirement plans and how they compare to a properly structured permanent life insurance policy. A qualified retirement plan according to the IRS […]

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Tax Free Retirement Income — Part One of Five- Tax Advantaged Income Series II

[p1vc-video] Ok I know what you’re thinking, “Why do I need life insurance.” Most folks I meet with have a negative view of what was once a must have product in everyone’s portfolio. Unfortunately most agents have sold this multi-functional product short and promoted it just for death benefit. But there’s more to it. Here […]

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