The Entrepreneur’s Tax-Free Legacy System

Entrepreneurs: Stop Using Employee Retirement Plans. Start Building Tax-Free Wealth With Market Protection

Find Your F.I.N

  • Most financial strategies were built for W-2 employeMost financial strategies were built for W-2 employees with small paychecks and capped accounts. As an entrepreneur, your income and ambition deserve a system designed for you. The first step? Knowing your FIN — your Financial Independence Number. This is the amount of money you need to secure freedom for yourself, your business, and your family.

Find My F.I.N.

  • Use at any time: With regular retirement programs, you typically have to wait until you reach age 59 ½ before you can start taking money out penalty-free. With an IUL, there is no age requirement.

  • Death benefit: A tax-free death benefit is distributed to your beneficiaries, which means it won’t face income or death taxes.

  • Loan availability: Depending on your policy and available cash, you can borrow money from your IUL without facing penalties, taxes or a credit check. You also do not have to pay back the money you take out.

An IUL policy becomes a powerful instrument in your tax-free retirement strategy, offering both growth potential and financial flexibility unmatched by many traditional retirement plans.