100% FREE RETIREMENT ANALYSIS
Learn How The Wealthy Use Life Insurance Products
To Grow Wealth Tax-Free, Receive Income For Life Tax-Free And Never Run Out Of Money
Tax-Free Retirement Planning
📅 Book your Discovery Phone Appointment with Cory Levine to receive a 100% Free Retirement Analysis so we can learn more about your situation, key goals, and provide answers about your individual retirement planning questions, such as:
Create A Retirement Plan of Action Using Life Insurance For Tax Free Retirement
Why hasn’t my financial advisor ever told me about this?
Reason 1: Most Financial advisors don’t know that an account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.
Reason 2: Most financial advisors recommend financial vehicles that the company they’ve contracted with… tells them to recommend.
Reason 3: They don’t want to take a pay cut! In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost.
Less Than 2% of Americans have Cash Value Life Insurance As A TAX-FREE Component to their Retirement Portfolio
Less Than 3% of Americans have set up an Income For Life that will never run out
Less Than 5% of Americans have a Tax-Free retirement
for AT LEAST ONE portion of their retirement portfolio
But 80% of The Top 1% Of The Wealthiest Americans Do!
Less Than 20% of Americans have
ZERO FLOOR STRATEGY
applied to thier retirement savings
THEY NEVER LOSE A DIME
THE 1% Will NEVER LOSE A DIME OF THEIR RETIREMENT WHEN THE MARKET GOES DOWN
The 1% WILL HAVE AN
INCOME FOR LIFE
THAT WILL NEVER RUN OUT
THE 1% WILL PAY ZERO IN TAXES
Why Not You?
While More Than 50% Of The Population Has A Taxable 401(k) or Similar Tax-Deferred Retirement Account That Will Lose Money When The Market Crashes.
(Appointment slots are limited and get booked up quickly)
Discover the WEALTH SECRETS
The TOP 1% Use
Life Insurance Loopholes to Accomplish A
Tax-Free Retirement & Income For Life
That Will Never Run Out
- You don’t pay taxes on growth or principal. Ever. ( This is 100% legal if your account is set up correctly, and structured according to current IRS tax-code.)
- Average historical returns of 5-7% annually. (Tax-free, and net of fees and costs)
- Your Account is GUARANTEED not to go backwards. (Lock in gains when the market is up, but suffer NO loss when the market is down)
- Your money is Liquid. (Take money out any time you want – for any reason – without penalty – WHILE 100% of your money continues to earn interest.)
- You are not required to report money you take out to the IRS. (The IRS doesn’t consider money taken out as ‘income’ – so there’s no tax. It's none of their business!)
Without… The Proper Retirement Plan, You…
- You must pay taxes (either in advance or when you're taking income in the future).
- Your money is not liquid (you can't access your money any time you want, and if you do a hardship withdrawal, you're heavily penalized).
- You are limited to how much you invest (plans with most tax benefits have annual funding limits).
- Your money is not guaranteed (the money in your 401(k) or IRA may increase in up markets but accordingly will decline in falling markets).
- You are required to report your earnings to the IRS. (Everything in a 401(k) or IRA is uncle sam’s business
(Appointment slots are limited and get booked up quickly)
Secure Your Financial Future
Take the first Step a Worry-Free Retirement By Scheduling Your Personalized Retirement Planning Analysis Now
Our expert advisors will assess your current situation, identify potential risks, and tailor a strategic plan to ensure your retirement goals are achieved!
DO NOT LEAVE YOUR RETIREMENT TO CHANCE!
ACT NOW AND EMBARK ON THE PATH TO FINANCIAL FREEDOM AND PIECE OF MIND!
(Appointment slots are limited and get booked up quickly)
Free Resources
Note: We are NOT endorsed or affiliated with public figures above in any way. These are just free resources for you to review.
