Supplemental Retirement Benefits
Supplemental Retirement Benefits
Supplemental Retirement Benefits
Potential future LIFETIME cash flow payments to the policyholder. A retirement that pays you again and again, for as long as you live, and can be designed to be income tax-free!
Family/Beneficiary Benefits
Supplemental Retirement Benefits
Supplemental Retirement Benefits
Life insurance payouts to families/beneficiaries when the policyholder passes away.
Prestige Strategy™
This combination of lifetime cash flow and death benefit payouts can result in a substantial benefit for you and your family. Overall, life insurance can be a versatile tax-efficient financial tool for high-net-worth families to mitigate the impact of increasing income taxes and plan for their financial future.
High-performance indexed universal life insurance provides a cash value crediting methodology tied to market gains of the S&P 500, Nasdaq 100, and other custom indices. Each year, positive crediting growth is “locked in“, which prevents any future reductions in value.