Indexed Universal Life Insurance

702(j) retirement plan

The 702(j) Retirement Plan Explained

Are you looking for an alternative to traditional retirement products? Have you found that when you look at the big picture, your IRA, 401(k), Roth IRA, or other retirement plans are not going to cut it when it comes time to begin taxable withdrawals? What about the IRS constraints that you have to deal with?.. More

IUL fpr emergency physicians

IUL for Emergency Physicians

Emergency medicine is a huge category that can encompass many medical specialties. Emergency physicians remain in big demand and as such, they represent some of the top earners as medical professionals. Chron.com, a national database that tracks salaries of most groups of professionals reports that the average starting salary for an emergency physician is about.. More

Why Urologists Should Consider IUL for Retirement Planning

Generally speaking, all medical professionals, including medical specialists like urologists, cardiologists, and pulmonologists, earn above average income. In fact, urologists, according to Chron.com, fall in the group of highest paid medical professionals with an average salary of $300,000 to $350,000. When it comes to retirement planning, there are several issues that most highly-paid medical professionals.. More

IUL for neurologists

IUL for Neurologists

Are you a highly-paid medical professional attempting to create enough wealth to live a comfortable and exciting life when you finally decide to retire? Have you experienced challenges with traditional retirement planning products like contribution limits and Required Minimum Distributions? How about the tax liability on your retirement income? Is that going to diminish your.. More

IUL for gynecologists

IUL for Gynecologists

Are your contribution restrictions on your retirement planning vehicles causing you to fall short of your wealth accumulation goals? Are you maxing out your 401k or IRA and still not saving and earning enough to guarantee a retirement lifestyle that you have been planning for? Would it interest you to know there is an investment.. More

indexed universal life anesthesiologists

Indexed Universal Life (IUL) – Safe Solutions for Anesthesiologists

Many people who interact with an anesthesiologist (especially surgical patients) are not aware of how important their service is and that they are paid very well for keeping us asleep or numb during times of physical trauma. Anesthesiology is a specialty that requires considerable training and education. In most cases a candidate for this specialty.. More

life insurance retirement plan

A LIRP Is a Life Insurance Retirement Plan

A LIRP is a life insurance retirement plan that provides you with the tax-free advantages of a Roth IRA without all of the hassles.  As Americans watch the national debt  spiral further out of control, there’s a growing sense of dread.  In fact, as of May 2019, our nation has gone from a budget surplus.. More

IUL for cardiologists

IUL for Cardiologists

Indexed Universal Life Insurance (IUL) is just one of many vehicles that are used in a comprehensive retirement plan. Yes, the IUL product is a life insurance product, but most of our physician clients who purchase an IUL, do so for retirement planning. Here, we’ll consider IUL for Cardiologists. We find in many cases that.. More

Indexed Universal Life for Physicians

Indexed Universal Life Insurance for Physicians

High-income professionals like our physician clients have distinctive challenges to deal with when planning and saving for retirement. Most of our physician clients express their intent to live a lifestyle similar to the lifestyle they enjoyed when their practices started flourishing and the loans that were required to establish their practice were finally paid off… More