World Financial Group

Good News! At the start of the pandemic there was a temporary a restriction on underwriting of Living Benefits and Long Term Care Riders for individuals ages 56-75 has been removed. We are excited to offer underwriting again of these popular riders.

At the start of the pandemic, Transamerica put a temporary hold on Living Benefit and Long Term Care Riders for individuals ages 56-75. We have removed this restriction and are excited to once again offer these popular riders. https://bit.ly/2Lcapdu

Bank account vs. Saving inside of a Life Insurance policy.

Here is an example of what saving in a bank account vs savings inside of a life insurance policy will get you.

If you were to save as little as $108 a month in a bank account, you'd have around $32,400 give or take the minimum interest (0.03%).

If you were to save inside your Life Insurance policy, you'd have a couple thousand more, and it continues to compound interest.

Ex: 40 yr. old healthy male - budget $108 per month for 25 years.

$32,400 vs $38,326 Cash Value Life Insurance (keeps growing).

Age 65 - $39,875
Age 75 - $57,209
Age 80 - $66,718

Life Insurance is SECURED money. Value diversification!

Where can you get compounded interest, tax free access to your money with no restrictions, creditor protection, health riders to protect your income and tax free pay out to your heirs (beneficiaries) where the money can be provided immediately when your family needs it, or transferred into an income annuity for lifetime payout?

401k savings should not be your only plan for retirement savings. You need a plan with Tax Advantages.

If you need an additional plan for retirement savings click the link in the bio.



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