tax Exempt savings
TES is a RetireDFW “Protected Growth Strategy” offering protection from stock market losses, superior growth and peace of mind for our clients. This is an “A Rated” Indexed Universal Life Policy designed specifically to provide Tax-Exempt lifetime income for your retirement years.
Understaning life insurance as a financial tool
Tax Exempt Savings (TES) offers at least 5 TIMES MORE BENEFITS than most other strategies! No bank account, brokerage account, 401K or IRA offers a way to get superior growth and also protects principle and growth from stock market losses. By using Indexed Universal Life insurance, our TES strategy also includes extra benefits and protection not found in other plans to help manage the unexpected financial challenges of life. Start building your Tax Exempt Savings with monthly, quarterly, annual or lump sum contributions.
Peace of Mind
In addition to the growth and protection of your cash values for Tax Exempt retirement income , TES also provides permanent Life Insurance, as well as Living Benefits such as Chronic Illness protection and other insurance benefits for less cost than typically paid for 401K or IRA administration and broker fees.
Superior, Protected Growth
TES is designed specifically to grow cash value. Using multiple indexes and crediting methods, TES produces annual growth when the markets go up and then locks in and protects both principle and gains each year, even when the market goes down.
Tax Exempt Income
TES produces tax exempt cash flow you cannot outlive. And because TES could reduce or even eliminate the income tax paid on your Social Security benefits, this strategy could help you end up with even more spendable income!
Become Your Own Bank
TES allows you to borrow money from the cash value of your policy. Each loan is tax exempt, incurs no penalties and does not even have to be paid back!
Retirement Surety only uses “A-Rated” Insurance companies to back our Tax Exempt Savings strategies. These are among the highest rated insurance companies who have paid every one of their contracts for over 130 years. Principle and gains in each contract are also locked in and protected every year so you’ll never lose time or money again in future market corrections.
Click here to schedule an appointment to set up a no cost, no obligation consultation to learn more about our Tax Exempt Savings strategy. Make time to check out the many benefits this flexible solution offers. Find out for yourself if protected growth, a lifetime of tax exempt cash flow and all the built in benefits might be help you get your retirement plan back on track.
Benefits are based on the insurance company's ability to pay their contractual commitments.
Past performance does not guarantee future results and individual returns may vary.
Not FDIC Insured
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