(513) 769-2700
09:00AM - 12:00AM
Suite 402 Cincinnati, OH 45241
THE PREMIUMLIFE™
Protect your Family. Achieve your Goals. Maximize your Legacy.
Live the Premium Life and Leave a Legacy
Why we believe in the
PremiumLife™ Strategy
The PremiumLife Strategy provides our clients the advantage of building and protecting their assets for them and the well-being of their family.
It offers the opportunity to create tax-free retirement income, protect against downside market risk and create a legacy through a high-value life insurance policy.
The PremiumLife Strategy provides our clients with the advantage of building and protecting their assets for themselves and the well-being of their families.
It offers the opportunity to create tax-free retirement income, protect against downside market risk, and create a legacy through a High-value Life Insurance Policy.
Protect against Higher Taxes & Generate
TAX-FREE INCOME
Today's Top Marginal Tax Rate is 37%
Traditional Investment could be a ticking tax bomb
Access your Cash Prior to 59 1/2 NO IRS PENALTY
How much should being your tax-free bucket
Today's Top Marginal Tax Rate is 37%
Traditional Investment could be a ticking tax bomb
Access your Cash Prior to 59 1/2 NO IRS PENALTY
How much should being your tax-free bucket?
DEFEND AGAINST VOLATILITY
with protection from Market Turndowns
• Earnings Capped on the upside as a Trade - off Downside Protection
• Policy Credits Never lower than 0%
• Lock your gains in Annually
• Lock in High Earning Rate at any Time
CREATE A LEGACY
CREATE A LEGACY
With High Cash-Value Life Insurance
Death Benefit provided to your loved ones even after taking Income, Tax Free
Flexible premiums may allow you to adjust
Contributions as Necessary
Flexible premiums may allow you to adjust
Contributions as Necessary
Death Benefit may be accelerated for Long-Term Care Expenses
Minimum Guaranteed Rate Provided
What this can look like for YOU
What this can look like for
YOU
M45 PremiumLife Flex Report (50k Pay, Leverage $50k Years 3-10)
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M45 PremiumLife Flex Report (50k 2 Pay, Leverage $40k Years 3-15)
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F45 PremiumLife Flex Report (50k 2 Pay, Leverage $40 Years 3-10)
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F45 PremiumLife Flex Report (20k 2 Pay, Leverage $40 Years 6-15)
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