Strategy #1 Savings Alternative
I have found several million dollars of assets that my clients have sitting on the sidelines in a savings, CD or money market account. They often times need safety and liquidity but are unhappy with the growth because of the low interest rates of today. With a SPIUL you can find a place for these funds. It has safety, liquidity and 4-5% annual net returns to the client with the Early Cash feature that...
Strategy #2 Tax Free Growth
When you setup an IUL correctly, it something called over funding the policy. You lower the death benefit as lows as possible and set it up so the client funds the policy to the max while keeping it non-mec. When you do this the IRS treats it just like a roth and...
Strategy #3 Bond Replacement
When selling a client a portfolio, you can add this as an alternative to bonds. It has less risk, equal or greater return potential and pays thousands in commissions. You can setup your client's portfolio as you normally do but all you have to do is...
Testimonials
After downloading my Social Security Report, I was very impressed. I wasn't sure what to expect but I'm so glad I recevied this report. I was able to determine the best time to claim Social Security and how much I was going to receive throughout retirement. I found this so helpful that I even scheduled a consultation with SBC. I'm glad they are local to Grand Rapids, MI because its right in my backyard!
It was a very big stress off my shoulders to have this report. It was so helpful to know what my Social Security income was going to be when I retired. What I learned in the report was much different than the way I was originally planning to claim but it provied me with much more income! I would have left a lot of money on the table if I would not have done this.
We can't say enought about SBC. Not only did they providie this Social Security Report Download but they also provided us a complimentary consultation. At the consultation we received a more custom report and they were able to answer all our questions, and trust us, we had a lot of questions! We would reccomend doing the report and consulation based on our wonderful experience.
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