Glynn Poindexter
Licensed Insurance Broker
IUL/BENEFIT Specialist
glynnrpoindexter1@shbenefitplanners.com
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INDEXED UNIVERSAL LIFE INSURANCE
*Doug Andrew IULINSIDER acronym
Let’s make it simple... the LASER - TREE FUND is a pool of cash accumulated in a MAX-FUNDED INDEXED UNIVERSAL LIFE POLICY(if set up correctly and funded properly). YOUR MONEY in this policy’s cash account is:
TAX-FREE... during accumulation.
ACCUMULATING.... how much... is determined at the creation of the policy, AND it can be and reset annually, diversified and repositioned for maximum growth.
TAX-FREE... during distribution(if done correctly).
GROWS... at a higher interest rate that virtually any bank account or CD(if set up correctly).
PAYS... a tax-free death benefit.
TOTALLY LIQUID... you can access YOUR money easily for unforeseen expenses. NO age or special accommodation is required. (if done correctly)
YOUR PRINCIPAL... reset annually IS NOT SUBJECT to... losses in the down turns of the MARKET.
YOUR RESET PRINCIPAL TAKES ADVANTAGE of... the increases and the upturns of the MARKET.
AND... CAN PROVIDE for CRITICAL ILLNESS and LONG TERM CARE funding THROUGH THE IUL when needed.
SH BENEFIT PLANNERS a licensed insurance brokerage for over 25 years. We specialize in: Our “LASER TREE FUND” a maximum funded INDEXED UNIVERAL LIFE(IUL) PLAN. This plan is offered to people who need help placing their money for reliable growth with zero loss potential - (i.e. Liquid, safe, growing Tax-Free and distributed tax-free.)
Welcome to our world
Welcome to our world
“10% OF ALL YOU EARN IS YOURS TO KEEP!”
COINED BY - The richest man in Babylon by George S Clason
IF YOU BELIEVE THIS IS TRUE ...
THEN YOU KNOW... IT ISNT HOW MUCH MONEY YOU MAKE .... IT’S HOW MUCH MONEY YOU KEEP.
- PAY YOURSELF FIRST, NO MATTER HOW SMALL
- MAKE MONEY... YOUR SLAVE BY EARNING A PREDICTABLE RETURN.
- PLACE YOUR MONEY CAUTIOUSLY... AND ALWAYS PROTECT THE PRINCIPAL.
- PLACE YOUR MONEY .... IN WHAT YOU KNOW YOU CAN DEPEND ON ... TESTED BY TIME. AND YOU CAN BE DEDICATED TO .
BANKS vs INSURANCE CO. - Who’s the Better Safekeeper of Your Money?
Our idea customers are forward-thinking people who have money; AND they want to grow their money without the burden of taxes AND RISK OF MARKET CHANGES:
- at a greater interest rate than in the BANK or CD.
- that is available if needed without affecting the value of the CASH ACCOUNT.
- that is safely accumulating HIGHER interest at investment market rate without risk of loss.
- That has provision for LIVING BENEFITS such as LONG TERM CARE or CRITICAL ILLNESS PROTECTION and DEATH if needed (no underwriting or exam required in most cases).
- that is All TAX-FREE.
We have learned that it’s LESS RISKy to grow your money in life insurance companies. The ADVANTAGES they have over banks are things like:
- NO Inflation Risk (becaues higher interest received/RATE OF RETURN)
- NO Volatility and Market Risk
- NO Tax INCREASE Risk
- NO Litigation RISK (SAFE FROM LAW SUITS)
OUR STARTING TEAM...
