There’s an old saying that goes: “a taxpayer can take any honest action they see fit to pay what they owe and not a penny more.”
I firmly believe that—and I also advocate for all legal ways to be tax efficient.
I have been in the business of helping people manage their saving efficiently for four decades. I have seen financial products come and go, and I believe that the current Index Universal Life (IUL) permanent life insurance products—when structured correctly—can offer you the tax-efficient benefits your need to make your money last.
Index Universal Life (IUL) insurance is not your grandfather’s insurance—that was all about the death benefit.
Today’s IUL is a financial accumulator that is powerful, dependable, and safe with a proven track record of competitive returns. I only work with strong, A+ rated companies that have been protecting families and businesses for hundreds of years.