War Chest Academy Live [Module 06]: Unlock Your Old Whole Life Policy Using a 1035 Exchange to Fund Your War Chest
USING A "1035 TAX-FREE" LIFE INSURANCE 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.
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.
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.
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.
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?
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