war chest academy live [Module 03]: A Private Life Insurance Alternative
Designing the War Chest SBP Alternative: A Case Study of a 48-Year-Old Army Colonel
What You’ll learn in this module.
Discover the War Chest Strategy, developed by US VetWealth, tailored specifically for military retirees. This strategy offers a compelling alternative to the traditional Survivor Benefit Plan (SBP), enabling military retirees to confidently forgo the SBP, create a tax-exempt account, and shield their accumulated assets from potential future losses.
In this module join a real-time case study analysis alongside an existing US VetWealth client.
Insights on how to secure future income streams against risks such as market volatility, income taxes, and unnecessary fees.
Strategies to simplify financial management and reduce dependence on financial advisors.
Explore the concept of maximizing your Survivor Benefit Plan (SBP) with our unique strategy. We guide you through the process of investing the same amount, but in a shorter time span, and illustrate the potential benefits
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War Chest Academy Live Series
Real Financial Solutions for Military Retirees
The War Chest Academy Video Series gets to the heart of your financial concerns after military life. With 15 years in the field, we understand the ins and outs of replacing SBP, TSP, VGLI, etc.., and we're ready to guide you through your retirement planning with practical, straightforward advice.
Practical Webinars: Learn from experts who lay out the facts clearly.
Personalized Advice: Strategies designed with your military benefits in mind.
Focused Attention: We work with a limited number of retirees to ensure you get the guidance you need.
Zero-Cost Consults: Talk to us about your financial future without any obligation.
How does our process work?
Begin by immersing yourself in our wealth of content. Take your time to understand our approach and philosophy.
When you're ready to delve deeper, we invite you to schedule a complimentary appraisal. During this session, we'll address your specific questions and begin the steps for a tailored demonstration. This process helps us pinpoint your primary challenges or objectives.
If we agree there's potential to work together, we'll discuss the qualifying steps for our partnership.
us vetwealth appraisal
What Are You Worth as a Military Retiree?
Regardless of your objectives, we need to start by assessing your situation. What makes us different is that we address the military retirement challenges first.
Want to dive deeper?
Get a Free Copy of the Book and Access Bonus Videos
To learn more, join our free Military Retirement Blueprint members portal where we share dozens of additional articles, videos and host senior leader civilian networking training. All free, you've got nothing to lose!
