Be The Beneficiary of Your Own Life Insurance

Video Content

Death and Taxes are the only sure things in life

The below 4 videos show how to protect against unplanned death as well as the unique tax advantages of using life insurance as an investment product.

The life insurance landscape and products have changed.  No longer does life insurance only provide a death benefit.  Today’s products have living benefits that you don’t have to die to use.  You can access a portion of your death benefit to use for things like Long Term Care should you need it.

Life insurance products can also accumulate cash value to cover things such as retirement income, college expenses and estate taxes.  And all this can be done income tax free.

Each video is about 6 minutes long.  Do you have 6 minutes to protect yourself against death and taxes? 

Guaranteed Universal Life (GUL)

Life insurance PLUS tax free income. Upside potential, downside protection.

Tax Traps of traditional retirement vehicles (IRA, 401k, CD, Annuity)
Leveraging life insurance to combat the tax burden on our kids and grandkids. The Ultimate Gift.
Index Universal Life (IUL)

Life insurance PLUS tax free income. Upside potential, downside protection.

Juvenile Life insurance (IUL)
Leveraging life insurance to combat the tax burden on our kids and grandkids. The Ultimate Gift.

Health Matching Account

The 5th video is on our Health Matching Account.  This product is not insurance but a plan which accumulates funds to be used toward medical expenses.       This plan alone saves me and my family over $1000 every month in medical expenses.

Pay for your medical costs that health insurance or Medicare will not. i.e.

Dental implants, Cosmetic, Prescriptions, and almost anything else that you need

Ultimate Protection

Nothing can devastate your retirement funds faster than paying out of pocket for a Long Term Care illness (such as a stroke, heart attack, dementia, or other illnesses). Most health plans, including Medicare, will not pay for the care or services required.