Retire DFW

  • Home
  • About Us
    • Partners >
      • Tom Rose
      • Dave Leeman
      • Randy Wallis
  • Protected Growth
    • Guaranteed Income
    • Tax Exempt Savings
    • Savings Replacement
    • College Funding
    • Small Business
  • Videos
  • Resources
  • Blog
  • Subscribe
  • Quote
  • Contact
  • Home
  • About Us
    • Partners >
      • Tom Rose
      • Dave Leeman
      • Randy Wallis
  • Protected Growth
    • Guaranteed Income
    • Tax Exempt Savings
    • Savings Replacement
    • College Funding
    • Small Business
  • Videos
  • Resources
  • Blog
  • Subscribe
  • Quote
  • Contact

educational videos


"LIFE INSURANCE for Tax-Exempt income and risk avoidance" 
VIDEO BY CPA, ED SLOTT

Watch this 35 minute overview from Ed Slott that explains why Indexed Universal Life insurance can protect you from the 2 biggest retirement risks... Market Risk & Taxation Risk.
watch tax exempt income video


savings replacement
using indexed universal life insurance

Learn About:
  • How to participate in stock market growth without the risk of losing money
  • Get stock market index growth or a nice Fixed Interest 
  • Access your cash value any time with no penalty or taxes
  • Get Life Insurance to protect your family
watch the savings replacement video

LEarn how Life Insurance can fund college and much more!

Watch this video to learn about:
  • Why Indexed Universal Life Insurance can outperform 529 savings plans
  • How and when to pay for college
  • How a properly structured IUL can provide college funding and retirement income for your children and wealth transfer for your grandchildren
watch the college funding video

contact us

Call or email one of the partners today and start the journey to get your retirement in check.

Retire DFW
1400 Preston Road, Suite 400
Plano, TX 75093


schedule appointment
Picture

follow us on:

Copyright 2010 -  2021 RetireDFW