War Chest Academy Live [Module 06]: Unlock Your Old Whole Life Policy Using a 1035 Exchange to Fund Your War Chest


What You’ll learn in this module.

Join us as we delve into the advantages of upgrading whole life insurance policies to fund your War Chest using a 1035 Exchange.

We'll discuss how military retirees can optimize their retirement income by transitioning to Indexed Universal Life Insurance and the benefits of our War Chest concept.

Leveraging Existing Life Insurance Policies for Military Retirees

Maximize your existing life insurance policies with our innovative War Chest strategy. Ideal for military retirees, transform your current policy into a robust Survivor Benefit Plan replacement, offering increased adaptability and growth prospects.

The Flexibility and Benefits of Cash Valued Life Insurance

Cash valued life insurance offers tax-free growth and distribution, with the added benefit of liquidity and equity build-up. This life insurance for the living offers a more efficient and flexible alternative to traditional plans, with potential for higher returns and more accessible cash.

Comparing the Performance of Whole Life and IUL Policies

Discover the power of Indexed Universal Life (IUL) policies for your financial future. With the same premium and period as traditional whole life policies, IULs potentially offer double the economic benefit. Enhance your retirement with smarter, more efficient financial strategies.

The Efficiency and Liquidity of IUL Policies

Explore the efficiency and liquidity of Indexed Universal Life (IUL) policies with us. Our strategies provide you the flexibility to access your funds early and make your money work smarter. It's not just life insurance, it's a financial tool for your future.

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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.

Step 1

Visit War Chest Academy Live & Military Retirement Blueprint Library

Step 2

Schedule Your Free Military Retiree Pay & Benefits Appraisal

Step 3

We Design & Qualify 

for a War Chest as a 

Protected Private Pension

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!