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Tax-Free Retirement
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Tax-Free Retirement

How would you like to receive tax-free income during retirement?

Tax-free retirement allows you to receive your retirement income tax-free. You can save tax-free income for retirement through index universal life insurance, which comes with a living benefit that you can access while you are still alive. The living benefit – a cash value – earns interest on a fixed rate or a rate based on an equity or bond index increase. You can also earn interest on an external index which often allows you to earn a higher interest rate than you get with most fixed rates.

With index universal life insurance, there is no market risk. You get benefits when the index rises, but are not penalized when it decreases.

If you borrow money from your living benefit, you do not have to pay it back as long as your policy is active. If you don’t pay the money back, it will simply be deducted from your death benefit that your beneficiary receives.

To learn more about tax-free retirement and to get your free quote, fill out the form or call today! We will find a plan that is perfect for you.

 

 

 

 

 

 

By submitting a quote request you acknowledge and agree that this is neither an offer to insure nor a guarantee of insurance. All benefits are not available in all states. All coverage information provided by Independent Life & Disability agents representing multiple A.M. Best “A” rated carriers offering specialized Mortgage Protection Products. Not affiliated with, authorized by or endorsed by any lending institution. No insurance coverage shall be construed as bound, in force, applied for or assumed as a result of submission of information.

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