EMPLOYEE RETIREMENT PROGRAM (ERP)

 

In the video below, we explain this phenomenal program that benefits both employers & employees.  In this program, we use an Indexed Universal Life Insurance Policy as the underlying product. 

 

This platform can be funded with a one-time minimum contribution of $500,000... or ongoing annual contributions as little as $2,000, or even monthly contributions as little as $200 per month.

 

Watch this 6-minute video to learn why this platform can be such a powerful retirement planning tool, as well as an efficient way to protect your family and loved ones in the process.

SEQUENCE OF RETURNS

 

The video below explains how TIMING changes everything when it comes to planning for your retirement.  If you've never had anyone explain the concept of Sequence Of Returns to you, then you definitely need to watch this video below.

 

This 10-minute video clip below is taken from a live webinar where our president - Darren Sugiyama - teaches clients how one of our platforms mitigates risk and eliminates huge losses during market crashes.

This platform requires a minimum one-time contribution between $25,000-$2,000,000 and cannot be funded on an ongoing basis.

Most clients roll over old 401(k) money, IRA funds, or reposition bond funds into this type of arrangement.

 

Most importantly, this platform protects clients against a poor sequence of returns.  Watch the video below to learn what the relevance of the Sequence Of Returns is, and how it affects you.

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