We start by comparing your Traditional Retirement Plan to an Index Universal Life (IUL) plan. Let the numbers speak for themselves!
Watch Now: learn why an IUL may be right for you!
Just how exposed to the market is your retirement plan? Discover how you can protect your retirement earnings from negative returns. IUL's prevent market loss and never credit less than zero. Compare the effects of market losses on your current retirement plan to an IUL.
How long will your income last? A recent study showed that the average 401(k) will run out of money only 7-8 years into retirement. An IUL has the potential to provide income until you are 120 years old! Take a look at the numbers and compare how long your current retirement plan will last in distribution vs. an IUL.
Although most retirement plan options allow for Tax Deferred growth, the majority of them tax 100% of the income you take in retirement. That means that you can potentially lose hundreds of thousands of your retirement dollars to taxes. With an IUL, you not only get Tax-Deferred growth, you can also take Tax-Free retirement distributions. Compare the tax savings with an IUL vs. your current retirement plan.
A recent study showed that retirement plan fees can range from 3% to 5%. Just a 1 percentage point difference in fees can dramatically reduce the size of your nest egg over time. Compare the fees in your current retirement plan to the fees in an IUL to see for yourself just how much you can save.
Phone: (651) 248-8042
Dale's passion for helping his clients grow and protect their retirement is only matched by his passion for creating tax free retirements for his clients. Being an independent agent allows him to contract with all the top companies in the country for the best financial products which gives Dale the ability to help his clients meet their financial goals.