Did you know that certain, specially designed life insurance policies are excellent retirement plans? With these policies, it is possible to have your money grow on a tax deferred basis and then come out tax free at retirement. In other words, why put money away in a regular retirement account and get small deductions today, and then when you retire, you get to pay income tax on a much larger amount of money? We can show you how to maximize your retirement income by using one of these plans and can show you how this will exceed what you are doing today.

  • Universal Life
  • Whole Life
  • Indexed Universal Life
  • Final Expense
  • Second To Die Life
  • Return Of Premium Term or Universal Life
  • Term Life With Living Benefits
  • Universal Life With Living Benefits
  • Advanced Sales Concepts in Estate Planning using Life Insurance
Senior Couple

Services August 11, 2014

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Cherry Hill Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Cherry Hill Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.