Bank Match Retirement Plan - Leverage Up 3X funding into your account with 8X~10X more in Tax Free 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. (CC - view English subtitle)
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
contact us
Medicare Annual Election Period Enrollment 10/15 - 12/7
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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 1989-2021 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.