Tax-Free Income; How do I do this?

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!

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RETIREMENT COMPARISON

Compare the Four Most Important Aspects of Your Retirement Plan

Market Volatility

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.

Income Longevity

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.

Tax Deferred vs. Tax Free

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.

FEES

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.

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Your IFL Agent

Glen Oaks

Phone: (330) 539-1700
Email: glen(at)fsmagency.com

Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA). Today, he continues to attend workshops and educational classes related to his field. Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through safe money options and financial security by using the right strategies and products.

In 2010, Glen joined the Wealth and Wisdom Institute, which is a growing number of professionals from across the country who are deeply concerned about the direction this country is headed and the financial impact is it having. In 2011, Glen qualified to be an authorized advisor for Pamela Yellen’s organization, Bank On Yourself.

In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.

Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially. Many times this comes about by capturing money they are transferring away from themselves and growing it in tax favored accounts for their future. He believes people can achieve their financial goals without taking unnecessary risk. He uses his training and tools to help people get on the right track.

The agency website is www.fsmagency.com, where there are educational materials available to help people realize their financial goals.

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