Business Owners

Time is running out… How to Fund Your Future

Create your golden egg…

•How to Create $1,054,000 for your Retirement (with Life Insurance)

•How to Ensure $52,000 annually in TAX FREE Income & a Death Benefit

•How You can Take $42,717 annually in Passive Income starting at age 65 until you are 105 yrs. old

•As a Bonus:  How to Secure A Long-Term Care benefit that doubles your dollars when you need it

Create a plan:

Options are:

  • Permanent life insurance

  • Annuity

What road should you choose?

Benefits:

  1. Permanent Life Insurance with a Dual Purpose

    • Death Benefit

    • Cash Value for Guaranteed Tax-Free Income Stream in Retirement

  2. Annuities

    • Can Provide a Guaranteed Income Stream

    • 10% free withdrawal annually

1) Permanent Life Insurance

Guaranteed Tax-Free Income for Life
But how does it work?

Definition of Permanent Life Insurance: Permanent life insurance refers to coverage that never expires.

Two types of Insurance:

1)  Whole Life 

2)  Universal Life.

Both Provide a Death Benefit

Both offer Favorable Tax Treatment

Growth of cash value is generally on a tax-deferred basis, meaning that the policyholder pays no taxes on any earnings if the policy remains active.


Power to be Part of Your Tax-Free Bucket

Please note: Any guarantees with these products are based on the claims paying ability of the issuing insurance company

2)  The Power of an Annuity

  • You pay premiums with after-tax dollars

  • Issuer invests your money

  • Your money grows

Why Buy an Annuity?

  • It provides certainty!

  • Take money off the table and protect your principal

  • Dependable guaranteed stream of income for retirement

*Guarantees are subject to the claims-paying ability and financial strength of the annuity issuer.

The Accumulation Phase

This is the phase where you put money into an annuity. You can make your premium payments as:

  1. One lump-sum payment

  2. A series of fixed or flexible payments over time.

Multiple Array of Annuity Choices

Get it Handled!

How Good Would It Feel Knowing You Had a Strategy In Place To Guarantee a Certain Amount of Income for You and Your Family in Retirement?

How Great Would It Be To Set Up a Plan and Know That You Have It Handled? You Could Then Trigger any Extra Money after this into Investments, as Icing on Your Cake!

Woman dreaming of a large bag of money

Ask Higher Level Questions, To get Higher Level Answers

Ask yourself:

  1. What Can I Do That Would Enable Me to Provide  the Best for My Family?

  2. What Can I Do To “Get it Handled” so to speak, That Would Set Them Up, Us Up, for Victory in the Future?

  3. What Can I Do to Ensure Working Income Now & Passive Income Later?

What You Need to Know

What is the Downside to an Annuity?

May have Contract Fees, Mortality & Expense Risk Charges & Surrender Fees. Super Important to Ask Questions. 

Not enough time to get into it here – but some food for thought.

As a Business Owner Have You Thought About...

Let’s Recap…

  1. Time is Running out

  2. Multiple Income Streams for Retirement

  3. Secret to Tax Free Wealth

  4. Passive Income for down the Road

  5. Guaranteed Income For Life

  6. Providing Certainty Empowerment

  • Through Life Insurance

  • Through an Equity Indexed Annuity

Tax Savings Solutions for Business Owners

ADVISORY SERVICES OFFERED THROUGH WESTPOINT WEALTH MANAGEMENT LLC,  REGISTERED INVESTMENT ADVISOR


IMPORTANT DISCLOSURES BROADRIDGE INVESTOR COMMUNICATION SOLUTIONS, INC. DOES NOT PROVIDE INVESTMENT, TAX, LEGAL, OR RETIREMENT ADVICE OR RECOMMENDATIONS. THE INFORMATION PRESENTED HERE IS NOT SPECIFIC TO ANY INDIVIDUAL'S PERSONAL CIRCUMSTANCES. TO THE EXTENT THAT THIS MATERIAL CONCERNS TAX MATTERS, IT IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A TAXPAYER FOR THE PURPOSE OF AVOIDING PENALTIES THAT MAY BE IMPOSED BY LAW. EACH TAXPAYER SHOULD SEEK INDEPENDENT ADVICE FROM A TAX PROFESSIONAL BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCES. THESE MATERIALS ARE PROVIDED FOR GENERAL INFORMATION AND EDUCATIONAL PURPOSES BASED UPON PUBLICLY AVAILABLE INFORMATION FROM SOURCES BELIEVED TO BE RELIABLE — WE CANNOT ASSURE THE ACCURACY OR COMPLETENESS OF THESE MATERIALS. THE INFORMATION IN THESE MATERIALS MAY CHANGE AT ANY TIME AND WITHOUT NOTICE.

“Leaders are those individuals who live by empowering beliefs and teach others to tap their full capabilities by shifting the beliefs that have been limiting them.”

-Anthony Robbins