No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Kaitlyn is a wife, mother, entrepreneur and licensed financial professional. She has built a 14 year career dedicated to helping her clients achieve their financial goals and dreams. She is also a mentor to agents in the industry and coaches them on how to build and grow successful financial services agencies. In her free time she enjoys time with her family, hikes with her Dalmatians and activities like fitness, travel and trying new restaurants.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
