Jack & Carol’s Empowering Living Legacy Gift

Jack & Carol’s Empowering Living Legacy Gift

Jack and Carol used the Tax-Free IUL to create a Tax-Free Pension Alternative for their granddaughters. What a legacy, tax-free income for life.  Truly a living legacy gift.

They recognized the power of tax-free compounding. Their annual gifting strategy will set their granddaughters up for life.

Living Benefit Life Insurance is very flexible and safe.

You don’t lose money when the markets go down.  You participate and share in market upside, up to an annual cap rate.  Annual gains are locked in so you never give back interest previously earned.  Withdrawals are tax-free penalty free at any age for any reason.

The granddaughters won’t have to wait for their deaths to enjoy the living benefits of this legacy. They will be able to use the tax-free living benefits for college tuition, weddings, down payments on a house or any other reason.  Thanking their grandparents each time.

Watch the Retirement-Toolbox video.

Empowering Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL  truly creates a living legacy gift.
Empowering Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL truly creates a living legacy gift.
Empowering Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL
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Tax Free is Better: Sara’s Story Demonstrates the Power of Living Benefit Life Insurance

Tax Free is Better: Sara’s Story Demonstrates the Power of Living Benefit Life Insurance

Sara 68 understood the Living Benefit Life Insurance concept.  The tax-free death benefit was another plus.

Sara had been stuck in a 1% World of Bank CDs. Worried about stock market losses, Sara kept her money in low yielding Bank CDs.  This impacted her life style and her ability to leave a legacy to her children and grandchildren.

Sara was stuck in a 1% World of Bank CDs.  She discovered tax free is better with the tax-free IUL.  The Power of Living Benefits Life Insurance made a big difference in her life style.
Sara was stuck in a 1% World of Bank CDs. She discovered tax free is better with the tax-free IUL. The Power of Living Benefits Life Insurance made a big difference in her life style.

We introduced Sara to the Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL, where you don’t lose money when the markets go down. Sara would need $3,400,000 in CDs to generate the same after-tax income that $300,000 invested and accrued for 4 years will produce based on projected returns that are below historical averages. Sara loved this safe income strategy.

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Free Retirement Plan Comparison
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Financial Independence – $246,000 a Year in Tax-Free Income For Life at Age 66

Financial Independence – $246,000 a Year in Tax-Free Income For Life at Age 66

A Reachable Goal for a 25 year old.

What will you do?  Watch the video and find out how you could achieve something similar.

Discover the Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL.

Tax-Free Retirement Plans are a tax-free pension alternative to IRAs, 401(k), & 403(b) retirement plans.  A perfect vehicle for reaching financial independence.
Tax-Free Retirement Plans are a tax-free pension alternative to IRAs, 401(k), & 403(b) retirement plans. A perfect vehicle for reaching financial independence.

A wise client called the Tax-Free IUL spectacular, a game changer! No downside risk. Tax-free income for life and a reasonable rate of return. He called it “The 401(k) Replacement!”

John age 25 was impressed enough to take control of his retirement. He’s on his way to financial independence.  Imagine what you could do for your family.

He’ll retire at age 66 with $246,000 in tax-free income for life based on the historical rate of return. John comprehended  the magic of tax-free compounding right away.  It is even better and more powerful because you don’t lose money when the markets go down and your gains are locked in annually.

When you don’t lose money, you are never digging out of an investment hole, plus you never give back previous gains. Knowledge + action have empowered John and he is on his way to a wealthy retirement.

You can request an illustration and free retirement plan comparison.

Free Retirement Plan Comparison
Free Retirement Plan Comparison
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Living Benefit Life Insurance Rescue’s Robert’s Retirement

Living Benefit Life Insurance Rescue’s Robert’s Retirement

Robert 51, had no retirement savings and realized he had to do something about this.  He chose Living Benefit Life Insurance also known as a tax free IUL after reviewing the Retirement-Toolbox videos and eBook.

Robert’s Plan:  Save $1,000 a month for the next 20 years in the tax-free IUL.  This tax-free pension alternative projects $57,000 a year in tax-free income for life at age 71, based on the historical 8.11% rate of return earned by the plan.  His actual returns will vary and the variance could be substantial.

Interest earned is tied to market indices, such as the S&P 500 index.  In exchange for no downside risk when the markets go down, there is a cap on annual upside, currently 13%.  Caps change annually.

Robert qualifies for life insurance.   The Tax-Free IUL is living benefit life insurance.  The primary focus is living benefits as opposed to traditional life insurance which is primarily focused on death benefits.

Tax-free penalty free cash when you need it, at any age for any reason in your tax-free retirement plan, The Tax-Free IUL.
Tax-free penalty free cash when you need it, at any age for any reason in your tax-free retirement plan, The Tax-Free IUL.

Tax-Free Emergency Fund.

Living benefits life insurance can be tapped for emergencies.  Withdrawals are tax-free penalty free at any age for any reason.

Request an illustration and free retirement plan comparison

Free Retirement Plan Comparison
Free Retirement Plan Comparison
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Jack & Carol’s Empowering Living Legacy Gift

Jack & Carol’s Empowering Living Legacy Gift

Jack and Carol used the Tax-Free IUL to create a Tax-Free Pension Alternative for their granddaughters. What a legacy, tax-free income for life.

They recognized the power of tax-free compounding. Their annual gifting strategy will set their granddaughters up for life.

Living Benefit Life Insurance is very flexible and safe.

You don’t lose money when the markets go down.  You participate and share in market upside, up to an annual cap rate.  Annual gains are locked in so you never give back interest previously earned.  Withdrawals are tax-free penalty free at any age for any reason.

The granddaughters won’t have to wait for their deaths to enjoy the living benefits of this legacy. They will be able to use the tax-free living benefits for college tuition, weddings, down payments on a house or any other reason.  Thanking their grandparents each time.

Watch the Retirement-Toolbox video.

Empowering Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL to create a living legacy gift
Empowering Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL to create a living legacy gift
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How Living Benefit Life Insurance Rescued David’s Retirement

How Living Benefit Life Insurance Rescued David’s Retirement 

David did not put enough away for retirement and was facing a retirement short-fall. The Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL provided a rescue strategy to provide a tax-free retirement income David won’t outlive.

You can use this as a catch up solution if you have not put enough away for retirement.  Qualified plans (IRAs, 401(k)s 403(b)s) have annual contribution limitations- see chart. There are no such limitations with the tax-free retirement plans.  You can set up a tax-free IUL or tax-free pension alternative where you contribute $100,000 a year for 3 to 5 years or longer, so long as the insurance company will accept the amount you want to contribute.

Free retirement plan comparison
Free retirement plan comparison

Retirement Plans are heavily taxed.  Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000?  Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000?  Living Benefit Life Insurance is a little known IRS strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital.

Tax-Free IULs are an IRS Alternative To 401(k) and 403(b) retirement plans with no downside risk.

• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!

Contact us at 800-955-7898 for a personal illustration.

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Control Your Financial Destiny with a Personal Tax Free Retirement Plan.

Control Your Financial Destiny with a Personal Tax Free Retirement Plan.

Big Government will break your heart if you fall victim to government mandated retirement plan tax-traps.
Big Government will break your heart if you fall victim to government mandated retirement plan tax-traps.

With a personal tax free retirement plan you are in control.  You decide how much to contribute and when to take out your money.  Not the Federal Government.

Retirement Strategies: Your Personal Tax Free Retirement Plan.  Watch the Video it’s a game changer.

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 can access your money tax-free and penalty free at any time for any reason.

You are in control.  You choose how much to contribute (no limitations) and when to withdraw money (no RMDs).

Best kept secret to financial independence - Your tax-free retirement plan Best kept secret to financial independence – Your tax-free pension alternative

The sooner you start the more powerful this strategy becomes.  You can use this as a catch up solution if you have not put enough away for retirement.  Qualified plans (IRAs, 401(k)s 403(b)s) have annual contribution limitations- see chart. There are no such limitations with the tax-free retirement plans.  You can set up a plan where you contribute $100,000 a year for 3 to 5 years or longer.

Free retirement plan comparison Free retirement plan comparison

Retirement Plans are heavily taxed.  Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000?  Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000?  The tax-free retirement plan is a little known IRS strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital.

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Beware of Retirement Plan Tax-Traps!

Beware of Retirement Plan Tax-Traps!

Looming Retirement Plan Tax-Traps could crush your retirement accounts.
Looming Retirement Plan Tax-Traps could crush your retirement accounts.

Conventional wisdom says to max fund your 401(k).  This is a mistake.

Retirement Plans are heavily taxed.

Did you know the IRS can take 40% or more of each IRA, 401(k) and 403(b) withdrawal?

Withdraw $50,000 and the IRS can take $20,000.

Did you know if you leave $500,000 in your retirement plan to your spouse and children,

the IRS could take $200,000?


With the Government taking so much … your money might not last long enough.

There is a better strategy.  It is safe and it works.  I can show you a little-known IRS approved strategy … you can use right now to insulate your retirement from the looming tax traps that lie ahead.


This IRS approved Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan.

See more at: https://dependable-income.com

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Ever Wish You Could Kick Start Your Tax-Free Retirement Plan?

Ever Wish You Could Kick Start Your Tax-Free Retirement Plan?

Retirement-Toolbox Video explains How to Jump-Start a Tax-Free Retirement Plan

How to Kick Start a Tax-Free Retirement Plan by using other people’s money to leverage low yielding assets like receivables and inventory to accelerate wealth building and how to effectively convert a taxable IRA, 401(k) and 403(b) retirement plan into a tax-free retirement plan.  Video explains how.

Kick start your tax-free retirement plan using other people's money.
Kick start your tax-free retirement plan using other people’s money.

This tax-free pension alternative is also known as living benefit life insurance or the tax-free IUL.

Many entrepreneurs and small business owners put off saving for retirement.  They wake up one day and realize they have not saved enough.  Qualified plans have Government imposed limitations on the amount you can contribute and the Government tells you when you must start taxable withdrawals.

The tax-free retirement plan has no such limitations.  It can  be structured to allow you to contribute as much as you want, as long as the insurance company will accept the contribution.

A client called this the perfect retirement solution, and a 401(k) alternative.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!

Tax-Free Income You Won’t Outlive!

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Discover How a Tax Free Retirement Plan Creates Wealth

Tax Free Retirement Plan

Free Retirement Plan Comparison
Free Retirement Plan Comparison

Retirement Strategies: The Tax-Free Pension Alternative.

Discover the power of tax-free compounding with our tax free retirement plans. Access your money income tax free and penalty free when you need it. Living benefit life insurance or the tax-free IUL is truly a wealth accumulator.

There is a little known IRS  strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The strategy has been known to double, even triple after tax income compared to 401(k) and 403(b) retirement plans.

Tax-Free IULs are an IRS Approved Alternative To 401(k) and 403(b) retirement plans with no downside risk.  This tax-free pension alternative is also known as a tax free retirement plan and living benefit life insurance.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!
  • Tax-Free Income You Won’t Outlive!

More information visit https://www.tax-free-retirement-plans.com

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