Set up a Safe Money Autopilot Retirement Tax-Free Plan
Start a monthly or annual Equity Index SMART PLAN today and retire with dignity without the pain of regret that lasts
a lifetime. Right now you are out working hard for your money but your money will eventually need to out work you!
When properly structured an Equity Index IUL plan is a product that can provide income replacement at retirement.
Your money sits in a fixed account and is tied to the performance of an Index using interest crediting strategies without
the risk of actually being in the stock market. Plans start at just $100.00 a month for adults. Our program overcomes
the following (3) obstacles:
1. INFLATION 2. TAXES 3. MARKET UNCERTAINTY
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Would you like to know exactly how the Banks & Wallstreet are sticking it to you?
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Why is it that most financial advisors never focus on income distribution?
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Isn't it really all about income replacement when we need it the most?
SMART RETIREMENT PLAN EXAMPLE
You put away $833 a month from age 35 to age 67. From age 67 to 75 you pull out $1,514,889 in Tax-Free income
over an (8) year period and you only paid into your plan $389,844. Let's assume you unfortunately passed away at
age 75. Upon your death you leave a Tax-Free wealth benefit of $772,742 to your heirs.
Let us help you find the money already in your budget without changing your lifestyle so that your money works for
you instead of someone else.
To learn more about our retirement planning services or to schedule a free, no-cost SMART PLAN consultation,
please click here or call us today.
Note: Not a solicitation to sell this example plan above. The numbers are provided for educational and illustrative
purposes only.
Learn About Our SMART Plan
Step#1:
What Are Your Retirement Dreams
Tell us what floats your boat when
it comes to your retirement.
Businesses...
Section 79 Plan
Ronald Reagan set up an
incredible way for business
owners to save money in the
late 70’s... but until a few years
ago the right products did not
exist. They do now. (learn more)
Individuals...
Step#3:
Taking Action
There is a Safe Way (NO MARKET
LOSSES) to save serious money.
Money that can provide you a
lifetime of Tax-Free Income.
Step#2:
Where Are You Now
So have you been a saver or a
spender. This is where the rubber
meets the road.
How Much Will You Need
Need a little or a lot. With inflation
it always is a lot.
How Long Will The Money Last
This is the one that gets most
people. Usually they find out that
their money runs out quickly and
it depresses them. So a lot of
times they bury their head in the
sand and don’t do anything.
TAKE ACTION NOW...
Design Your Own
SMART PLAN
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Investment Advisory Services offered through Wealth Trust Advisors an SEC Registered Investment Adviser. PRP is a registered Series 3 CTA in commodities.