Retirement Life Insurance Videos

Video library

Retirement Life Insurance

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Home Equity Transfer: Show this video to people with equity in their home to explain how they can create tax free retirement income by transferring their home equity to an indexed universal life contract.

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IUL Credit Rate Explanation: Show this video to anyone buying indexed universal life . . . explains how an IUL can credit interest to your money by tracking an investment index.

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IUL Decision Assurance: Email this video to an IUL buyer to prevent "buyer's remorse".

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IUL Hedging Explanation: Show this video to anyone buying indexed universal life . . . explains how insurance companies can track a market index without investment losses.

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IUL Reset Explanation: Show this video to anyone buying indexed universal life. . . explains how these contracts track the “point to point” gains in the market index.

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IUL Retirement Plan: Show this video to anyone saving for retirement . . . explains the features and benefits of indexed universal life to provide tax free retirement income.

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IUL vs Qualified Plan: Show this to people currently saving for retirement in a tax deferred account like a 401k, 403b, IRA or SEP . . . explains how they can take out more net spendable income from a Retirement Insurance Contract.

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Pension Maximization: Show this video to anyone with a defined benefit pension plan . . . explains the income options, and the advantage of using life insurance to replace survivor benefits.

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Retirement Insurance: Show this video to people saving for retirement with an IRA, 401k, 403b or 457 plan . . . explains the advantages of using a properly structured life insurance contract to fund a tax free retirement income.

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Retirement Tax Strategy: Show this video to anyone preparing to retire within 10 years . . . offers a tax strategy using various types of annuities and life insurance.

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Safe Money Contracts: Show this video to anyone who questions the safety of their money in any type of life insurance or annuity contract . . . explains why insurance contracts are safe for their money.

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Tax Free Retirement: Show this video to anyone with an IRA, SEP, 401k, 403b, or 457 account . . . explains the trade off between tax deduction with tax deferred growth, and tax deferral with tax exempt income through cash value life insurance.

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Taxes, Risk and Fees: Show this video to anyone with qualified retirement accounts (IRA, 401k, 403b, and 457b) . . . it details the “cost” of deferred taxation, market risk, and investment fees.

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WL Retirement Plan: Show this video to anyone saving for retirement . . . explains the features and benefits of participating whole life insurance to provide tax free retirement income.

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Leveraged Retirement Insurance: Show this video to anyone who can afford to fund their retirement savings with at least $20,000 a year for five years - explains how they can borrow 300% more to increase their tax free income during retirement by 60% to 100%!

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