OPTIMIZE RETIREMENT PLANS

Utilize the two financial superpowers

• Banks/wirehouses (equities)
• Actuarial science (insurance companies)
• Optimize portfolio at retirement age by creating a 1:1 ratio of equities
  and cash value life insurance

WEALTH BUILDING STRATEGIES

• Build the highest retirement income possible
• Create guaranteed income streams
• Mitigate taxes on future income streams
• “Cover the Asset” to grant permission to rapidly spend down assets
• Create a bucket of cash to protect against market volatility
• Insurance policies designed with minimal expense intended for maximum growth