In today’s unpredictable times,
traditional retirement plans are no
longer as reliable.

Discover The Savviest Way to Secure Your Best Retired Life

A Self-Directed Pension Plan Supported by Life Insurance

Get Your Customized Quote Today

Is your comfortable retirement compromised to the uncertain economy?

As a savvy business owner, you’ve worked so hard and taken risks to achieve your level of success. You deserve to secure your future and get the most out of your retirement.

And in today’s volatile economy, sticking to traditional retirement strategies won’t guarantee the highest retirement income to retire with a lavish lifestyle.

You’re better off opting for a retirement strategy that isn’t compromised by the ups and downs of the stock market.

If you want to maximize your retirement income, creating a self-directed Pension Plan Supported by Life Insurance is the smartest move you can make.

Take Control of Your Retirement

With a Self-Directed Pension Plan Supported by Life Insurance

What is a Self-directed Pension Plan Supported by Life Insurance?

It’s a retirement strategy that helps you create a stable source of supplemental retirement income. At the same time, it protects your family from financial hardships in the case of your unexpected death.

This supplemental income is a safety net in case your real estate, stock portfolios or other sources of income fail or default on you.

Get Your Customized Quote Today

With this retirement strategy,
you’re in control of:

Self Directed Landing Page Design
  • The amount of your supplemental retirement income without the risk of market and economic volatility.
  • (You’ll no longer have to rely on your equity-based retirement accounts when it’s inadvisable to take distributions out. Instead, you can leave your investments better positioned to rebound when the market comes back.)
  • Taking out tax-free loans to supplement your retirement income needs, creating a tax-advantaged income like Warren Buffet.
  • Your family’s livelihood by protecting them from financial hardships in the case of your unexpected death with a tax-free death benefit.

Ready to set up your self-directed pension plan supported by life insurance? Click the button below to set up a consultation with one of our representatives.

Get Your Customized Quote Today

Traditional Pension Plan vs.

Self-directed Pension Plan

Traditional Pension Plan

If you pass away during retirement and predecease your spouse, your income sources like Social Security and pensions will likely be reduced.
You will receive a monthly annuity payment each month for the rest of your life.
Your retirement income is affected by tax rate increases.
You must wait at least 25 years before policy withdrawals.
You can max out on your contributions.
Self-directed Pension Plan
Supported by Life Insurance
Your spouse or partner receives a death benefit that can help your family replace other sources of lost income.
You're not limited to a single source of retirement income.
You're insulated from future tax rate increases.
There is no penalty for early withdrawals.
You can place extra funds into the cash value of your life insurance creating an additional avenue for tax-deffered investment growth.
Get Your Customized Quote Today

Frequently Asked Questions

This retirement plan uses the cash value component of your life insurance to help fund retirement. It mimics the tax benefits of a Roth IRA, meaning you don't pay taxes on any withdrawals after you are 59 1/2 years old and cash gains are tax-deferred.
Once you sign up for your self-directed plan, you'll pay a monthly premium. A portion of this monthly premium is invested into the policy's high yielding interest earning bucket that grows tax deferred increasing potential for compounding returns. The cash value account grows over time. After a certain amount of time or amount is reached, you can access the money by withdrawing or taking a loan against it which in many instances can create a tax advantaged income.
Besides minimizing your taxes, it helps with long-term planning, cash flow management, financing capital expenditures, and providing employee benefits (especially for key employees).
Both are tax-free, but in order to qualify for a Roth IRA, your adjusted gross income must be below a certain threshold. In addition, the total amount you contribute is limited.
You can significantly reduce income taxes in retirement. For example, if you withdraw 120K from a pension plan and are taxed 35%, you are left with only $78K after taxes. Your retirement income will be higher if your retirement plan is supplemented with a self-directed pension plan supported by life insurance.

A Self-directed Pension Plan supported by Life Insurance helps you get the most out of your retirement.

Get Your Customized Quote Today