Life Insurance Meets Supplemental Income

Insurance-Based Income Solutions

How nice would it be to have both life insurance protection and at the same time build extra retirement income? Sounds good, right? Then an Insurance Based Income Solution may be perfect for you.

Contact us today to find out how we can help.

Benefits of Insurance-Based Income Solutions

The benefits of an IBIS are far-reaching. Below are a few of the benefits that an IBIS plan may produce:

  • Additional income stream to supplement other retirement vehicles and social security income
  • Tax free systematic withdrawal availability
  • Ability to access Cash Value with ease and experience the “Living Benefits” of your Life Insurance Policy

IBIS Benefits Also Include:

  • Unique and specific Life Insurance Plans designed to meet one’s specific future income goals based on risk tolerance and time horizon.
  • Life Insurance Plans that are designed to maximize internal growth through maximum funding based on suitability and other risk characteristics.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Want to learn more about an IBIS to see if it’s something that makes sense as an offering of your business? If so, please contact one of our qualified agents by requesting a quote.

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