Leverage Retirement Plan - You can take advantage of 3X funding into your plan with 60%-80% more in Tax Efficient Retirement Income
Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income. (English only)
Simon's TV Show on Leverage Retirement Plan (Mandarin with English subtitle)
【生活百分百】保險理財專家趙世文詳解頂級退休理財組合： 8 倍收益 終身免稅收入 兼獲萬全寶
How does leverage work ?
You only commit to 5 annual installments while our Bank will match fund 3-to-1 into your plan for total of 10 yrs. Your money along with Bank's funding will capture index growth for total of 15 yrs
How can my money along with Bank's funds be protected against market downturn risk ?
- This is the unique advantage of having an IUL with 0% Floor
Leveraged Tax Free Income vs. Self Funding vs. After Tax Mutual Fund investing vs Tax Deferred 401k/IRA investing
Leverage Income = $57k/yr age 65-90 total almost $1.5M along with Life/LTC Insurance Protection of $1.5M as compared to "No Leverage"=$28k/yr with lowered Insurance Protection; "After Tax Mutual Fund"=$21k with NO Insurance Protection, "Tax Deferred 401k/IRA"= $24k/yr with NO Insurance Protection
Based on 6% Index Credit Rate & 20% Capitals Gain Tax Rate
Based on Female, age 50, contribute $35k/yr x 5 yrs total of $171k, Bank Match total of $457k
San Francisco Corporate HQ:
1550 Noriega St. Suite 100, SF CA 94122
San Jose Branch: (By Appointment)
4320 Stevens Creek Blvd. Suite 191
Fremont Branch: (By Appointment)
42808 Christy St. Suite 112
Oakland Branch: (By Appointment)
638 Webster St. Suite 420
Tel: 1-888-746-6688
415-661-3885
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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 1989-2023 This website is designed to provide general information. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan. Please note Simon Chew, CIC and his team of agents do not give legal or tax advice.