832.284.2939
832.284.2939
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: 832.284.2939
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Hi & Welcome to my page!
About Me:
My name is Mendy and I am your peace of mind when it comes to making one of the most important financial decisions you will make for your family. I am very passionate about helping others and I love what I do! I work with the top insurance carriers with the most competitive rates you will find. I do the shopping for you, finding you a high quality insurance plan at a low cost.
My Mission:
I am very passionate about helping others and I strive to make sure I find you the best coverage at the most competitive price possible. I am devoted to educating my clients about all of their options available and finding the best policy to fit their needs.
My Promise to you:
Some of the Companies I represent are:
I look forward to building a lasting relationship with all my clients and you always have a friend in your life insurance agent!
