Solutions for You.

Safe Income Strategy #3 offers:

Tax-Free Retirement Income when properly structured.
Higher caps than Safe Income Strategy #2, and potentially higher returns.
Triple compounding – you earn interest on your principal, interest on your interest & interest on the tax dollars that are eliminated.
No Stock Market Losses. No downside risk due to market volatility. Your money is safe because you are never in the market.
- You’ll sleep better knowing the yo-yo ups and downs of the market are behind you.
- You earn interest based on market index performance.
- Your capital is never at risk. You never have to dig out of a market hole. You’ll never be in a position of having to double your remaining funds just to get even.
Worst case scenario – Market is down 50% or more, your capital is secure – no loses and you get credited zero interest that year. Zero is your hero. While your friends in mutual funds suffered big losses, you lost no capital. Some policies pay a minimum return of 1% in down years.
Tax Free Death Benefit – Completes your tax-free retirement plan in event of early death.
Flexible premiums

Call me direct at 800-955-7898 to discuss your situation
- We will tailor a solution to your situation.
- You will find the solutions easy to understand and implement.
Stop contributing to traditional IRAs, 401(k)s and 403(b) retirement plans. Redirect your contributions into Safe Income Strategy #3, which will grow your money tax Free.
If you are getting a company match on your 401(k) retirement plan, only contribute enough to get the match, this is free money. Redirect the excess to Safe Income Strategy #3.
For money already in a traditional IRA, 401(k) or 403(b) retirement plan, rolling the money into a properly structured IRA using Safe Income Strategy #2, could stretch the tax liability over multi-generations, possibly tripling the money available to your family.
If you are making extra payments on your mortgage, Stop…redirect the extra payments into Tax-Free Wealth Accumulation of Safe Income Strategy #3.
Low yielding underperforming assets can be redirected into Safe Income Strategy #3.. The tax advantages and safety are ideal for the risk adverse.
High risk assets can safely be redirected into Safe Income Strategy #3, eliminating volatility and market risk.
Switch annuities into IULs. The caps are almost twice as high in IULs as in annuities and the participation rates are higher too. Tax-Free is better than tax deferred. And a tax-free death benefit is better than no death benefit.