The Secret 770 Account Wall Street Doesn't Want You To Know About

The Secret 770 Account:  What It Is? Why You Should Have One! Reposted Originally posted by John Jamieson  of The DailyFinance  on July 21st 2014. “Imagine an account that… “Lets you retire 100% tax-free “Is NOT reportable to the IRS “Pays you an average of 5% per year “Has paid out, on average, for 121 straight years “And which, unlike traditional...

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How Does Indexing Work?

Indexing is mostly associated with a strategy that Life Insurance companies use in Annuities, such as Fixed Index Annuities and a life insurance policy called Index Universal Life Insurance (IUL). We'll discuss indexing as it relates to IULs but keep in mind that the same principle works for both types of investing tools. Today, there are many...

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(Legally) Cutting Out the Tax Man in Retirement

The life insurance industry has the best IRS-approved retirement savings plan today—and most investors know nothing about it. This retirement savings vehicle is not a company-sponsored, pre-tax qualified, 401(k)-type plan. It’s also not a Roth. It’s not an annuity or whole life. Despite sales of well over $1 Billion in 2011 for the top 39 carriers surveyed, it is the financial...

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8 Reasons to use an IUL to save for retirement

The first index universal life product was brought to market a mere nine years ago, yet sales for this product line have grown substantially each year. Sales of index universal life last year exceeded $550 million of annualized premium. Advantage Group Associates President Sheryl Moore, who conducts a quarterly sales survey of this product, recently said, "Indexed life...

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8 Precautions when using IUL to save for retirement

The first index universal life product was brought to market a mere nine years ago, yet sales for this product line have grown substantially each year. In fact, last year's sales of index universal life exceeded $550 million of annualized premium. A key reason that index universal life has become so popular is that a large number of agents and marketing organizations are...

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16 Reasons why accountants prefer IUL to mutual funds

It’s not just about the death benefit. Have you heard about the remarkable savings vehicle that offers the appeal of market-linked gains without the worry of market-based losses? Your accountant certainly has, and he or she is beginning to weigh in on their many benefits, guarantees and tax advantages. Consider: 1. An indexed universal life policy account value can never...

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We take the IRS out of your financial planning

Helping People Save & Accumulate Money There are three groups of people who are trying to save money.  Federal Financial Group helps all three. The first group of people is diligently putting money away in the stock market.  These people are tired and frustrated that every 6-7 years (sometimes more often) they take a 30%-50% hit in their portfolio.  In...

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