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Purpose
Purpose
Our mission is to empower you with financial security and peace of mind, ensuring that you and your loved ones are protected, no matter what life throws your way. We believe in the value of life, the strength of family, and the importance of legacy.
Building Wealth
Building Wealth
LIFE INSURANCE PRODUCTS
LIFE INSURANCE PRODUCTS
Indexed universal life (IUL) insurance can be a tool for wealth creation by combining life insurance protection with a potential for market-linked growth. Premiums build cash value that grows based on a stock market index, but with limitations to protect from major losses. This cash value can accumulate over time, offering a source of funds for retirement or leaving a legacy for beneficiaries.
IUL
Here's how index crediting works:
Annual Changes: The cash value's growth is based on the performance of a market index, like the S&P 500, over a one-year period. It compares the index's value at the beginning and end of the year.
Participation Rate: Not all the index's growth translates to your cash value growth. The policy has a participation rate, a percentage that determines what portion of the positive change is credited to your account.
Caps and Floors: IUL policies often have a cap, limiting the maximum credited growth even if the index performs better. Conversely, a floor might exist, guaranteeing some minimum growth even if the index dips.
Working with the best providers to give you the best options.
Working with the best providers to give you the best options.
LIVING TRUST
LIVING TRUST
A living trust is a powerful tool for bypassing probate court, a lengthy and public legal process that distributes your assets after death. Probate can be expensive and time-consuming, tying up your estate and delaying your beneficiaries' access to their inheritance. By placing your assets in a living trust, you avoid probate because the trust, not the court, dictates how your assets are distributed. This saves your loved ones from unnecessary stress and allows them to receive their inheritance faster and more efficiently.
Netlaw Advisor
Netlaw Advisor
A better way for attorneys to manage their estate planning practice online.
Netlaw Advisor
Netlaw Advisor
A better way for financial advisors to refer clients to estate planning counsel.
A platform that modernizes interactions between estate planning attorneys, financial professionals, and their clients.
A platform that modernizes interactions between estate planning attorneys, financial professionals, and their clients.
RETIREMENT
RETIREMENT
Planning for retirement with an annuity can offer valuable peace of mind. Annuities can provide a guaranteed income stream for life, protecting you against the risk of outliving your savings, especially if you live a longer-than-expected lifespan. This predictable income can be a critical foundation for your retirement budget, allowing you to cover essential expenses and maintain your desired lifestyle without worry. Furthermore, some annuities offer features like death benefits that can provide security for your loved ones.
Building Smarter Retirements
Building Smarter Retirements
The leading independent retirement planning product design and distribution company in America.
Financial Solutions
Financial Solutions
Award-winning financial solutions are powered by Annexus – we are Building Smarter Retirements.
Are you making 20% in bonuses and added to your portfolio!
Even if you have an existing Annuity or old 401k we can roll it over tax free.
Contact us to learn more and show you how we can tailor a plan for you.
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