Smart Growth
Without Market Risk
See How One Business Owner Locked in a 12.1% Guaranteed Return!
When market volatility and tax drag threatened her long-term plans, Sarah—a 58-year-old conservative investor—needed a smarter path forward.
In this quick case study, you’ll discover how she:
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Protected her principal
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Deferred taxes
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Secured a guaranteed 12.1% return in just two years
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Retained full control and future income options
Want to get in front of more people with the right story? let's talk.
If you are a financial advisor specializing in estate and/or retirement planning who is motivated by making a real difference in the lives of your clients, we need to talk. We have been providing safe but powerful growth and protection opportunities for middle market families and affluent business owners for over 30 years. Let us show you how our life insurance, annuity, and premium finance designs presented through our irresistible marketing lens is helping advisors like you become the local hero in their area.
800-661-6596
Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice.