Protect Your Financial Future from Economic Uncertainty

Do You Qualify For An IUL?

IUL is NOT available just to the super-rich… However, an account like this can only be technically set up if you or your family qualify for it. To discover if you qualify for an IUL, take our 30 second survey below.

30 Seconds To Apply, and Pre-Qualify Today

Where Do We Mail Your State Approved Insurance Information Packet?

Watch tax attorney Rebecca Walser discuss the current economic climate and how taxes can significantly impact your retirement savings. Learn why proactive planning is essential.

The Importance of Life Insurance

in Your Financial Future

Why Life Insurance is Crucial for Your Financial Strategy

Guaranteed Financial Security: Life insurance ensures a tax-free lump sum payout to your beneficiaries, safeguarding their financial future.

Tax Benefits: Learn how life insurance can provide tax-free income during your retirement years, reducing your taxable estate and preserving more wealth for your loved ones.

Market Independence: Unlike other retirement accounts, life insurance is not tied to market performance, offering a stable and predictable benefit.

WHY CHOOSE IUL INSURANCE?

Reason 1:

Most financial advisors don’t know accounts like this exist - nor, how to structure one to be legally tax-free for the account holder.

Reason 2:

Most financial advisors recommend financial vehicles their company tells them to recommend. And as a result, less than 0.07% of Americans have what we call a compound interest account set up

while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.

With a Fully Taxed 401(k):

  • You pay taxes on growth (the minute you withdraw)

  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)

  • Your money is not liquid (early withdrawals are penalized up to 10%).

With a Roth IRA:

  • You don't pay taxes on growth, but...

  • You can only deposit $6,500 /yr

  • & principal isn’t guaranteed - like most 401(k)s

  • Not liquid (same 10% early withdrawal penalty)

A Compound Interest Account with an IUL:

  • You never pay taxes on growth, Ever.

    ( This is 100% legal if your IUL is set up to be compliant with current IRS tax-code.)

  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free).

  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account).

  • Your growth is guaranteed. (Your money grows at the same yearly rate as when you opened your account - even if the market crashes)

  • Your money is 100% liquid. (Your account growth and value - can be accessed in any amount - at any time - without penalty).

Act Now – Secure Your Financial Future!

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Eugene Jean Lors, a licensed insurance agent under the legal entity name "Eugene Jean Lors" is authorized to conduct business in the state of Florida and is currently conducting business as Advantage Assurance Group, LLC, a company also registered in Florida. Products issued by Advantage Assurance Group, LLC are available to applicants who meet the following requirements: membership, insurability, U.S. citizenship, and residency.

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(850) 808-7763