Kill the 401k

Use the 'Knox Box' Strategy

Imagine you could rent a safety deposit box at Fort Knox,

and imagine the money you put into the box turns to 'Gold'

Your money grows as the value of the 'Gold' grows,

but does NOT go down, if the value of the 'Gold' goes down*

*Sorry, but you can't really put money into Fort Knox, and your money does not turn to gold. This is a growth strategy that uses the power of an IUL

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Here's a form if you'd like to send a bit more info about you before we chat

What would be most helpful to you? *

Protection for my Family

Safe Growth

Leave a Legacy

Tax Free Income

Guaranteed Income for Life

All of the above

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Do want to fund this Monthly, in a Lump Sum or Both? *

Monthly

Lump Sum

Both

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Can you afford 10x your Age/Month at a Minimum? (ie: Age 30 x $10 = $300/mo.) *

Not Applicable - Want to do Lump Sum

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What Lump Sum amount do you want to start with? *

0-50k

51-100k

101k-250k

250k or More

Not Applicable - Want to do Monthly

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Do you have any Major Health Issues? (Cancer, COPD, Diabetes, etc.) *

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Have you had any major Criminal issues? (Felony within 10 years, DUI within 1 year) *

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Age

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Kill the 401k

Use the 'Knox Box' Strategy

Here's a form if you'd like to send a bit more info about you before we chat

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