PREMIUM LIFE
TOOLBOX
Why we believe in the PremiumLife™ Strategy
The PremiumLife Strategy provides our clients the advantage of building and protecting their assets for them and the well-being of their family.
It offers the opportunity to create tax-free retirement income, protect against downside market risk and create a legacy through a high-value life insurance policy.
THE PREMIUMLIFE™
Protect your Family. Achieve your Goals. Maximize your Legacy.
Live the Premium Life and Leave a Legacy
TYPES OF MONEY
TAXABLE
Stocks, Mutual Funds, Bonds,
ETF's, REIT's, Managed Accounts
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TAX- DEFERRED
401(k), IRA, Annuities
TAX-FREE
Municpal Bonds, Roth IRA, Life Insurance
Protect against Higher Taxes & Generate
TAX-FREE INCOME
Today's Top Marginal Tax Rate is 37%
Traditional Investment could be a ticking tax bomb
Access your Cash Prior to 59 1/2 NO IRS PENALTY
How much should be in your tax-free bucket
DEFEND AGAINST VOLATILITY
with protection from Market Turndowns
• Earnings Capped on the upside as a Trade - off Downside Protection
• Policy Credits Never lower than 0%
• Lock your gains in Annually
• Lock in High Earning Rate at any Time
Returns Calculator
Index Returns
CREATE A LEGACY
with high cash-value life insurance
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Death benefit provided to your loved ones even after taking income, tax-free
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Death benefit may be accelerated for long-term care expenses
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Flexible premiums may allow you to adjust contributions as necessary
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Minimum guaranteed rate provided
What this can look like for YOU
6 Pay Primary Versions
M35 PremiumLife Flex $50k 5 Pay Income
M40 PremiumLife Flex $50k 5 Pay Income
M45 PremiumLife Flex $50k 5 Pay Income
M50 PremiumLife Flex $50k 5 Pay Estate
M55 PremiumLife Flex $50k 5 Pay Estate
M60 PremiumLife Flex $50k 5 Pay Estate
2 Alternate Versions
SCHEDULE YOUR OWN CONFIDENTIAL MEETING
TO RECEIVE YOUR COMPLEMENTARY
PREMIUMLIFE ANALYSIS
