You’re Not “Paying Premiums” You’re Repositioning Money for a Tax-free Transfer

(don’t forget to checkout the video too)

So you’ve done a phenomenal job saving for retirement and have more than enough guaranteed, retirement income and flexible spending money to last your entire life. 😎

You should pat yourself on the back.

That’s no easy task.

So what should be your next objective⁉️

For a lot of people in this situation “leaving a legacy” becomes their focus.

But how do you leave tax-free money behind to your loved ones⁉️

Well, a Roth IRA is one way to leave tax-free money behind, but it’s not the best way.

The best way is to utilize some type of a life insurance contract.

This way you have the actuarial leverage of an insurance company…

AND the contractual advantages of a life insurance vehicle to shelter money from taxation on transfer.

At this point, you’re no longer “paying premiums”…

You’re repositioning money to build generational wealth.

It’s no different than repositioning money for a tax-free retirement (like a Roth conversion).

You’re moving money in a strategic way so that it can be multiplied for your loved ones (and can be collected free of any taxation whatsoever)!

The best type of contract to do this with is an indexed universal life policy (which can double as your long-term care protection).

If designed properly, the market indexing will allow you to significantly grow the amount of tax-free money you leave behind with virtually no risk.

Let’s chat 💬😎