annuity hashtag performance

Comment below “BANK” to start yours today! Unfortunately this is not how most phone calls go with agents. Most of the time they structure it completely opposite than mentioned above. Make sure that you talk to an agent that you trust 💪 #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Comment “IUL” below to learn how! 👉 In this client scenario, this is 25 year old male putting away $600 per month or $7,200 a year until he is 65 years old. 💰 👉 He will immediately have a death benefit of $203k which would get paid to his beneficiaries if he passes away along with his cash value. 🏦
 👉The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. 📊 👉He will have $83k available for loans after 10 years and about $1,380,000 at the age of 65 years old. 💪 👉If he choose to, he can trigger an income stream at 65 (60 at the earliest) of $127k a year that would at that time be guaranteed for life 💸 👉If he lives for at least 25 years after retirement, this will pay him $3.1M of income ($127k for 25 years) 👉If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $127k until he passes away. 👉Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isn’t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. 👉 DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy💸 Comment “IUL” below to begin! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

There are no fees, taxes or penalties to roll your money into a safe space and get guaranteed income. #401k #rollover #income #indexed #Annuity #pension

How Shaq has been able to preserve his wealth using annuities #annuity #fia #finance #wealth #shaq #shaquilleoneal

Comment or DM “Wealth” for more information! 🏦📜 1️⃣ Use Life Insurance as a Wealth Accumulation and Transfer Tool 👉The Rockefeller’s are said to have used permanent life insurance for wealth growth and transfer. 👉 These policies offer cash value that grow over time, which can be borrowed against or used for investments. 👉 Family members could take loans against the cash value for business ventures, education, or emergencies without disrupting the wealth system. 2️⃣ Establish and Fund Family Trusts 👉 These trusts are designed to last for multiple generations, shielding wealth from estate taxes, creditors, and divorces. 👉 Irrevocable Life Insurance Trusts. Life insurance policies are often owned by an ILIT, keeping the death benefits outside the taxable estate. #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Understanding ‘Max Funding’ an IUL Policy 🏦 When getting an IUL, based on your AGE, GENDER & DEATH BENEFIT, the insurance carrier will produce an illustration with a few values: Minimum premium - this is like emergency level minimum. Not to ever be used. Policy will lapse extremely fast. ⛔️ Target premium - what many of us refer to as the “minimum”. The amount recommended at a minimum to be put in by the life insurance company 👍 Guideline level - this is the max you can contribute on a monthly/annual basis without going over the threshold and becoming taxable💰 If you get a policy, regardless of the size, and you are contributing the GUIDELINE LEVEL every single year, you are MAX FUNDING an IUL 💪 There are other values that I will explain in another video! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Why do so many retirees run out of #money in retirement? A shocking amount of people splurge in the first 5 years of their #retirement and then downsize their lifestyle after realizing they're running out of cash. Keep in mind, your retirement savings needs to last the rest of your life if you don't want to go back to work! So if you want to indulge a bit more, you might want to look into an income #annuity Annuities give you a guaranteed lifetime income higher than the conventional safe withdrawal rate of 4%. So you can have more #cashflow without the risk of outliving your savings. Comment "money" below if you're interested in learning how an income annuity can help increase your income! #greenscreen #safemoney #retirementplanning #compoundinterest #lifeinsurance #generationalwealth #wealthymindset

Comment “IUL” below to learn how! 👉 In this client scenario, this is a 33 year old male with a standard rating. He is putting away $500 per month or $6,000 per year until he is 65 years old. This is a Max Funded minimum death benefit policy designed for max cash accumulation 💰 👉 He will immediately have a death benefit of $137,671 which would get paid to his beneficiaries if he passes away along with his cash value. It will even pay out in the event he because critically, chronically, or terminally ill. 🏦 👉 He will have roughly $70,000 available for uninterrupted loans after 10 years, $217k available for loans after 20 years, and about $600,000 at the age of 65 years old. 🤑 👉 If he chooses to, he can trigger an income stream at 65 of $60,000 a year or $5,000 a month TAX FREE for retirement! 👉 The interest rate is assuming a 6.02% This interest rate is NOT guaranteed, but is based on what this account has done in the past 65 years. 📊 Comment “IUL” below to learn how! #investments #banks #lifeinsurance #roth #newyear #financialfreedom #generationalwealth #legacy #annuity #ira #401k #iul #cds #savings #interestrates #inflation #beyourownbank #infinitebanking

Comment “IUL” below to learn how! 👉 In this client scenario, this is a 41 year old male with a standard rating. He is putting away $800 per month or $9,600 per year until he is 65 years old. This is a Max Funded minimum death benefit policy designed for max cash accumulation 💰 👉 He will immediately have a death benefit of $177,564 which would get paid to his beneficiaries if he passes away along with his cash value. It will even pay out in the event he because critically, chronically, or terminally ill. 🏦 👉 He will have roughly $108,000 available for uninterrupted loans after 10 years, $342k available for loans after 20 years, and about $490k at the age of 65 years old. 🤑 👉 If he chooses to, he can trigger an income stream at 65 of $50,000 a year or $4,000 a month TAX FREE for retirement! 👉 The interest rate is assuming a 6.02% This interest rate is NOT guaranteed, but is based on what this account has done in the past 65 years. 📊 Comment “IUL” below to learn how! #investments #banks #lifeinsurance #roth #newyear #financialfreedom #generationalwealth #legacy #annuity #ira #401k #iul #cds #savings #interestrates #inflation #beyourownbank #infinitebanking

It's not what you make, it's what you take. There is nonscript that works for everyone. Find one that works best for you #Retirement #401k #rollover #income #indexed #Annuity #pension #iul #cashflow #cashvalue

Is the mother of all bubbles about to pop? The US economy is sickly addicted to debt financing. It works so long as the economy grows faster than the debt. But we're past the point of no return. Our debt has not exceeded the size of the entire economy. That's a huge problem. Not only is the excessive levels of debt causing high inflation, it's sucking up a larger portion of the federal budget. Currently interest on the debt is more than the entire defense budget. This could be why Goldman Sachs and Vanguard project a coming economic malaise like the 1970s. A period of stagflation. Of course these political / economic trends affect your #money and #retirement future. Many of my clients are preparing by de-risking some of their wealth. If you don't have a high appetite for market risk, insurance products are perfect for the times we're in. #lifeinsurance and #annuities provide stable, predictable growth without exposing you to market risk. If you're close to retiring or already retired, you might want to take a serious look at rotating out of risk assets and into #safemoney assets. A high #cashvaluelifeinsurance life insurance plan and income #annuity have average yields in the 5% to 7% range. That's better than a money market, bond, or high yield savings, without market risk. Comment "money" below if you're interested in learning more! #greenscreen #financialliteracy #compoundinterest #retirementplanning #indexeduniversallife #generationalwealth

Comment “IUL” below to learn how! 👉 In this client scenario, this is 25 year old male putting away $600 per month or $7,200 a year until he is 65 years old. 💰 👉 He will immediately have a death benefit of $203k which would get paid to his beneficiaries if he passes away along with his cash value. 🏦
 👉The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. 📊 👉He will have $83k available for loans after 10 years and about $1,380,000 at the age of 65 years old. 💪 👉If he choose to, he can trigger an income stream at 65 (60 at the earliest) of $127k a year that would at that time be guaranteed for life 💸 👉If he lives for at least 25 years after retirement, this will pay him $3.1M of income ($127k for 25 years) 👉If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $127k until he passes away. 👉Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isn’t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. 👉 DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy💸 Comment “IUL” below to begin! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Supplementing Retirement Income with a Tax-Free IUL Policy 🏦 Are you maxing out your Roth? 📊 Are you putting in your 401k match? 📈 If so, utilizing a cash value building life insurance policy, like the Index Universal Life, can be a great way to SUPPLEMENT your retirement income 💪 Make sure to talk to a properly trained life insurance broker who can educate you on all the different types of life insurance to find out which is right for you 👆 #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Get yours started! Comment below “Bank”⬇️ or send me a message!✅ Wealth BUILDING TOOL to OWN?!🤯 A MAX FUNDED IUL is a permanent life insurance policy that builds cash value that has linked index strategies earning upside returns up to a Cap 10-12% with a 0% guaranteed floor protection. With a minimum insurance benefit and MAX CASH VALUE policy structure, it will ACCUMULATE CASH VALUE FAST with compound interest and less cost to the insurance. It’s a policy that allows you to become your own bank based on the setup, build your own “pension”, have TAX FREE ACCESS to cash value, protects your cash value from market volatility, also has living benefits in tact if you qualify, and grows TAX FREE inside of the policy, and protects your legacy transferring tax free wealth!✅ Get yours started! Comment below “Bank” if you are interested! ⬇️ or send me a message!✅ 🚨make sure to FOLLOW ME TO RECEIVE MY MESSAGES🚨 #wealth #wealthbuilding #money #banking #401k #finance #wealthaccumulation #lifeinsurance #generationalwealth #insurance #annuity #taxfree #taxfreewealth #IUL #beyourownbank

Grow Your Money with Indexing Returns in Insurance Products 📊 Indexing is different than Index Funds, which are actually in the stock market 📈 Indexing is only available with insurance products: IULs and FIAs 🏦 #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Missing a Payment on IUL ❌ There are times when this causes your policy to lapse. Sometimes in a few years, sometimes in months 😵 There are also times that you policy cash value will continue to grow forever and never lapse 👏 It all comes down to HOW IT’S FUNDED 💰 #Investments #Banks #LifeInsurance #Roth #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking #RothIRA

IUL LOANS 💸 There are multiple loans when it comes to permanent, cash value building life insurance 🏦 Standard, preferred, variable and preferred. Even with different companies, they call them different names as well 🤷‍♂️ Some loans need to be paid back 👍 Some don’t 👎 The ones that DON’T need to be paid back are the ones that people use as income 📨 Loans aren’t taxable income, so that money you would get it TAX FREE, because it came to you in the form of a loan. So don’t get thrown off when you hear the word LOAN, because it doesn’t work how any typical loan you are used to! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Maximizing Retirement Income: Annuity vs. 401k Withdrawal 🤩 Discussing options for a 64-year-old client who wants to retire in a year and maximize his income stream 👏 Comparing the traditional 4% withdrawal rule from a 401k versus rolling over to an income annuity that can provide a higher guaranteed lifetime income 📈 #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking #Rollover #RothIRA

The Fed is in a tough spot. Ever since the end of the pandemic, the Fed has struggled to balance the fight against inflation with keeping the economy strong. Currently there'd an impasse. If they keep interest rates high, inflation will go down, but the economy will cool and enter recession. If they cut rates to stimulate the economy, inflation will tick back up. They ultimately have to decide between inflation running wild or an economic downturn. Neither option is good. And if you want to protect your #money and #retirement future, you need to seriously consider the risks of higher than expected inflation and a stagnant stock market. What's your risk tolerance? Can you afford to endure market losses? What's your plan to beat inflation and minimize risk? All very important questions for #retirementplanning Fortunately insurance products life high #cashvaluelifeinsurance and income #annuities have a tried and true track record during inflationary, stagnant times. 2025 will be an interesting year, even more than 2024. It's time to get your money right. If you're looking to de-risk, but still beat inflation #lifeinsurance or an #annuity could be an excellent option. Comment "money" below if you're interested to find out more! #financialliteracy #compoundinterest #cashflow #taxfree #generationalwealth #retirementincome

Life Insurance While You’re Alive 👋 Most people think life insurance only pays out when you pass away, and that is true for the OLD type 🙅‍♂️ The NEW type has LIVING BENEFITS 👏 If you HAVE life insurance, or you are LOOKING into life insurance, make sure you get a policy with living benefits 💪 #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking

Breaking News! As expected, the federal reserve cut rates again after their December meeting. It sounds like they may pause future rate cuts though going into 2025 because of persistent inflation. The fed is concerned about the economy. It's been slowing down and regular Americans are still struggling. There are two things you'll want to protect your #money from in 2025: inflation and market volatility. While the future remains uncertain, we at least know for sure that inflation isn't going away anytime soon and market volatility will likely increase with higher than expected inflation and pausing rate cuts. So what do you do? If you want #safemoney options to lock in some gains from stock market profits or better yield on your savings, a high #cashvaluelifeinsurance or income #annuity could be a good fit. There's only one way to find out: meet with a licensed financial professional to go over your situation. Anyone who's interested in outpacing inflation without taking on market risk, comment "money" below and I'll give you some ideas! #greenscreen #financialliteracy #compoundinterest #retirementplanning #lifeinsurance #generationalwealth #wealthymindset