The Independent Wealth Planner Strategies Podcast
Episode #6 ~ Hey Millennials Think Your 401k Beats an IUL

Episode #6 ~ Hey Millennials Think Your 401k Beats an IUL

July 6, 2019
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Did you know that there are safer alternatives to the stock market? Indexed Universal Life Insurance is a powerful wealth accumulation tool, you probably never heard of.

Indexed Universal Life Insurance has three important features:

1). When you're younger, you can put the money in to create a "forced savings plan".

2). When you're older, you can enjoy its supplemental retirement income.

3). If you get sick, the death benefit can be used for critical care and chronic care.

In this webinar you will learn:

*What is Indexed Universal Life Insurance
*How Does Indexed Universal Life Work
*What Is Interest Crediting
*What Are the Pros & Cons of Indexed Universal Life Insurance
*How Does an IUL Policy Compare to a 401(k)
*How To Pay Less Taxes In Retirement
*How To Create Non-Reportable Tax Free Income
*Free eBook for Attending

If you would like help from a professional who can guide you, WFGInsuranceQuotes.com can assist you. Connect directly with a financial services professional. You can request a personal strategy session to discuss your needs and goals.

At WFGInsuranceQuotes.com our goal is to educate consumers and help them learn the facts about the benefits of financial planning and estate planning with life insurance and annuities.

WFGInsuranceQuotes.com specializes in Business Loans, Key Man Insurance, Premium Financing, Life Insurance and No-Market Risk Annuities.

Content Disclosure:
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.

Episode #5 ~ Business Owner Succession Planning Dos and Don’ts

Episode #5 ~ Business Owner Succession Planning Dos and Don’ts

June 6, 2019
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Are you a business owner? Do you know the Dos and Don'ts of Business Owner Retirement Planning and Succession? Do you know how to avoid the taxation traps of employer owned life insurance?

In this webinar you will learn:
*What a Business Continuation Strategy Is
*Why a Buy-Sell Agreement Is Needed
*What Some of the Planning Issues Are
*How To Use a Cash Value Life Insurance Policy To Fund a Buy - Sell Agreement
*What Commercial Premium Financing Is
*The Benefits of Commercial Premium Financing
*Receive a Free eBook For Attending

If you would like help from a professional who can guide you, WFGInsuranceQuotes.com can assist you. Connect directly with a financial services professional. You can request a personal strategy session to discuss your needs and goals.

At WFGInsuranceQuotes.com our goal is to educate consumers and help them learn the facts about the benefits of financial planning and estate planning with life insurance and annuities.

WFGInsuranceQuotes.com specializes in Business Loans, Key Man Insurance, Premium Financing, Life Insurance and No-Market Risk Annuities.

Content Disclosure:
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.

Episode #4 ~ Creating Lifetime Income with 401(k) Rollovers

Episode #4 ~ Creating Lifetime Income with 401(k) Rollovers

April 22, 2019
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In this webinar you will learn:
  • How To Start Planning For Retirement
  • Advantages of the 401k Rollover Annuity
  • What is a 401k Rollover and When Can It Occur
  • Risk of Rolling Your 401(k) or IRA into an Annuity
  • Free Ebook for Attending
If you would like help from a professional who can guide you, Jennifer Lang can assist you. Connect directly with a financial professional. You can request a personal strategy session to discuss your needs and goals.
 
 
Content Disclosure

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.

Episode #3 ~ How To Use Life Insurance for Retirement Income

Episode #3 ~ How To Use Life Insurance for Retirement Income

April 16, 2019
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Everything you need to create two retirement income strategies.
 
In this webinar you will learn:
  • How Your Age Affects Your Retirement Accumulation.
  • How To Put Together a Tax-Free Retirement Strategy.
  • You'll Learn How Annuities and Indexed Universal Policies Work To Provide Income Potential.
  • How To Run Your Own IUL Quote and Apply Without an Agent.
 
 
Click here to listen to the Audio Podcast 
 
Content Disclosure

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.

Episode #2 ~ Protecting Your Retirement Income From Market Volatility - Annuity Basics

Episode #2 ~ Protecting Your Retirement Income From Market Volatility - Annuity Basics

April 6, 2019
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Remember 2008?  Sure you do.  That was the year of the financial crisis, when the stock market lost nearly 40% of its value and shrank the assets that millions of baby boomers were counting on to fund their retirement. 

Of course the markets rebounded.  So no worries right...... Right? 
​Well it's true that during the years you're saving for retirement if the market drops you may have time to rebuild your assets that are subject to market volatility. but once you start withdrawing your money that's when market volatility can have a big impact on how long your assets will last and how comfortable you can live in retirement. 

In this webinar you will learn:

  • How You Can Use Annuities For Retirement Income
  • What an Annuity Is
  • The Different Types of Annuities
  • How Annuities Work
  • The Benefits of an Annuity
  • Major Misconceptions About Annuities
  • Free eBook from SafeMoney.com for attending
    SafeMoney.com is a non-biased guide to retirement income planning and wealth protection strategies that we are proud to be a member of.

    If you would like help from a professional who can guide you, Jennifer Lang can assist you. Connect directly with a financial professional. You can request a personal strategy session to discuss your needs and goals.

  • https://www.wfginsurancequotes.com/annuity-quotes.html

    Money_Tips_Facebbok_Annuity_AD.png

Content Disclosure

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.

Episode #1 ~ How To Get The Best Life Insurance Rate

Episode #1 ~ How To Get The Best Life Insurance Rate

April 4, 2019
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In this webinar, Jennifer Lang explains how to get the best life insurance rates and how to run your own quote and apply without an agent.

For access to more educational articles log onto IndependentWealthPlanner.com  

If you would like help from a professional who can guide you, Jennifer Lang can assist you. Connect directly with a financial professional. You can request a personal strategy session to discuss your needs and goals.

Content Disclosure

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

(c) Jennifer Lang Financial Services, LLC.