What is Safe Money?! (Part 3)

So there are quite a few different ways to leverage insurance contracts for your safe money and this exactly what I help people with 😁

Depending on your goals and safe money objectives, I can structure a plan that can help reduce the volatility of your portfolio, provide you with accessible money 💰 that can never go backwards, and can give you a tax-free bucket of money that you can access anytime, for anything (holy flexibility). 😏

We can structure a plan to help you save for short-term goals, like buying a house 🏡 , or for longer-term goals like buying investment properties 🏢, or even for starting a business at some point in the future. 👨‍💼 👩‍💼

We can also structure a plan to help you position yourself for a tax-free retirement 🔑 so that you don’t have a huge tax liability in retirement, and more importantly, you don’t have to be at the mercy of the federal government for the entirety of your retirement (remember, they can change the rules any time they want, and the majority of your retirement assets could be wiped out if they decide to increase tax rates❗️)

These contracts are often leveraged to allow yourself to participate in the market when it goes up, 📈 but have the insurance company take ALL THE RISK if it happens to go down… 📉 (that’s truly what I mean when I say, “safe money” 😎)

Now if you’re rapidly approaching retirement, your number 1 concern is likely “do I have enough money to retire comfortably⁉”

A recent Harvard study concluded that unless you have $15 million dollars saved for retirement(‼️) you still probably aren’t sure you have enough to last all the way through retirement….

This is the number 1 concern I help retirees address 💯

By addressing income in retirement, retirees are given the freedom to fully enjoy their retirement, never having to worry again about what’s going on in the market 🙏🏻

This gives people the permission to spend all of the money they have saved for retirement (go on all the trips ✈️, spoil the heck out of the grandkids👫, but the sports car 🚗 , or sailboat ⛵️ you’ve always dreamed of, or whatever your dream is).

When you’re not worried about the possibility of running out of money, you can go all out and enjoy the years of leisure that you deserve 🕺🏻💃🏻

✨ The best place to start is by doing a full income analysis on your retirement plan and setting an “income floor” for yourself. ✨

This creates a guaranteed, lifetime income source to be layered on top of your social security and other retirement income sources. 📝

This ensures that no matter what happens in the market during your retirement, you will not run out of money❗️

I have access to almost all of the insurance contracts on the market so we can find:

1. the right company to partner with, and
2. 2) the right vehicle to help you achieve your own goals and objectives. ⭐️ 🌟 ✨

If any of this sounds like it might be beneficial for you, even if just for educational purposes, let’s chat. 💬 😎