VIDEO LIBRARY
We hope this hand-picked video library of internet resources will aid in your understanding of the various factors that affect retirement planning and future income sources. Our goal is to share information about this unique wealth-accumulation vehicle that provides policy-holders with the potential to enjoy a happy, healthy, non-taxable retirement. Contact Don today for a quick, no-obligation review of your situation to see if our indexed suite of products may be a good fit for you and your family.
Tax-Free Retirement by Patrick Kelly
Find out how it truly is possible to accumulate money that can be accessed tax free…but only if it is done properly. This video introduces a fun-to-read book that reveals exactly how this concept works.
IUL IRC Section 7702 a – Tax Free Retirement
This video explains the general concept of how permanent life insurance policies can be used for long-term cash value accumulation.
Social Security Taxation
Bestselling financial author Patrick Kelly discusses the changes in taxation that have affected social security.
The Problem with Delaying Taxes
Patrick Kelly gives a brief analogy that demonstrates how delaying taxes for the tax-qualified plans can rob you of your retirement funding.
Other Retirement Resources:
