Want to Build Generational Wealth in 2024?

Want to Build Generational Wealth in 2024?

Breeze Wealth & Insurance Solutions

Unlock Financial Freedom with a Tax-Free IUL Plan

Have you ever wondered why your financial advisor hasn't shared the wealth secrets of the IUL with you?

Here are three reasons:

#1 Lack of Awareness: Many financial advisors are unaware of the existence of accounts like the IUL and lack the knowledge to set them up legally for tax-free benefits.

#2 Corporate Influence: Advisors often recommend financial vehicles based on the directives of the companies they are contracted with, limiting their ability to explore alternative options.

#3 Financial Incentives: Advisors may avoid suggesting tax-free accounts as they typically charge fees and commissions on taxable retirement accounts, increasing your overall investment costs.

Less than 0.07% of Americans have a compound interest account, while over half the population relies on taxable 401(k)s or similar accounts.

Traditional 401(k) or IRA drawbacks:

❌ Tax Payments: Pay taxes either in advance or when withdrawing income in the future.
❌ Lack of Liquidity: Limited access to funds, with penalties for hardship withdrawals.
❌ Investment Limits: Annual funding limits on plans with tax benefits.
❌ Market Volatility: Investments are not guaranteed and can decline in falling markets.
❌ IRS Reporting: Mandatory reporting of earnings to the IRS.

Benefits of a Compound Interest Account with an IUL:

✅ Tax-Free Growth: No taxes on growth or principal, legally structured according to current IRS tax-code.
✅ Consistent Returns: Historical average returns of 5-7% annually, net of fees and costs.
✅ Guaranteed Stability: Account is guaranteed not to decrease in value, locking in gains during market highs.
✅ Liquidity: Access your money anytime without penalties, while earning interest on 100% of your funds.
✅ No IRS Reporting: Withdrawals are not considered 'income,' so no reporting required.

Realize the Potential:

✅ Proven Track Record: IULs have been used for over a century by wealthy individuals and families for legally tax-free wealth building.
✅ Notable Examples: Walt Disney, President John F. Kennedy, and even current President Joe Biden have utilized such accounts for financial leverage and growth.
✅ Accessible to All: IULs are not exclusive to the super-rich; anyone can qualify based on eligibility criteria.

Curious if you qualify for an IUL?

Here's What Our Clients Are Saying

Carissa B. ⭐️⭐️⭐️⭐️⭐️
"I am so glad that my money has a safe place in an IUL like Brandon has recommended! Being in my early 30s, the 401(k) my job provided simply is not the best option for me since it’s yielded very little growth! With the IUL I don’t have to stress or wonder what my retirement plan will look like when I retire. Brandon did such an amazing job breaking down the IUL and answered all the questions, and helped me overcome any doubts and concerns that I HAD! It feels really good having confidence investing in my future when I know that the returns will be there! Thank you Brandon for not only helping me with my future savings but also my future kids as well!"
Matt S. ⭐️⭐️⭐️⭐️⭐️
"My three children has legitimately set up our financial futures! My kids, grandkids and great grandkids will never have to worry about money because they’re going to be taught how IULs work and how they build wealth and legacies. No IRA or 401(k) can do what IULs can do. I can’t thank you enough, Brandon."
Copyright 2023 | Breeze Wealth & Insurance Solutions | All rights reserved.

This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

Breeze Wealth & Insurance Solutions

Unlock Financial Freedom with a Tax Free IUL Plan

Have you ever wondered why your financial advisor hasn't shared the wealth secrets of the IUL with you?

Here are three reasons:

#1 Lack of Awareness: Many financial advisors are unaware of the existence of accounts like the IUL and lack the knowledge to set them up legally for tax-free benefits.

#2 Corporate Influence: Advisors often recommend financial vehicles based on the directives of the companies they are contracted with, limiting their ability to explore alternative options.

#3 Financial Incentives: Advisors may avoid suggesting tax-free accounts as they typically charge fees and commissions on taxable retirement accounts, increasing your overall investment costs.

Less than 0.07% of Americans have a compound interest account, while over half the population relies on taxable 401(k)s or similar accounts.

Traditional 401(k) or IRA drawbacks:

❌ Tax Payments: Pay taxes either in advance or when withdrawing income in the future.
❌ Lack of Liquidity: Limited access to funds, with penalties for hardship withdrawals.
❌ Investment Limits: Annual funding limits on plans with tax benefits.
❌ Market Volatility: Investments are not guaranteed and can decline in falling markets.
❌ IRS Reporting: Mandatory reporting of earnings to the IRS.

Benefits of a Compound Interest Account with an IUL:

✅ Tax-Free Growth: No taxes on growth or principal, legally structured according to current IRS tax-code.
✅ Consistent Returns: Historical average returns of 5-7% annually, net of fees and costs.
✅ Guaranteed Stability: Account is guaranteed not to decrease in value, locking in gains during market highs.
✅ Liquidity: Access your money anytime without penalties, while earning interest on 100% of your funds.
✅ No IRS Reporting: Withdrawals are not considered 'income,' so no reporting required.

Realize the Potential:

✅ Proven Track Record: IULs have been used for over a century by wealthy individuals and families for legally tax-free wealth building.
✅ Notable Examples: Walt Disney, President John F. Kennedy, and even current President Joe Biden have utilized such accounts for financial leverage and growth.
✅ Accessible to All: IULs are not exclusive to the super-rich; anyone can qualify based on eligibility criteria.

Curious if you qualify for an IUL?

What Our Clients Are Saying

Carissa B. ⭐️⭐️⭐️⭐️⭐️
"I am so glad that my money has a safe place in an IUL like Brandon has recommended! Being in my early 30s, the 401(k) my job provided simply is not the best option for me since it’s yielded very little growth! With the IUL I don’t have to stress or wonder what my retirement plan will look like when I retire. Brandon did such an amazing job breaking down the IUL and answered all the questions, and helped me overcome any doubts and concerns that I HAD! It feels really good having confidence investing in my future when I know that the returns will be there! Thank you Brandon for not only helping me with my future savings but also my future kids as well!"
Matt S. ⭐️⭐️⭐️⭐️⭐️
"My three children has legitimately set up our financial futures! My kids, grandkids and great grandkids will never have to worry about money because they’re going to be taught how IULs work and how they build wealth and legacies. No IRA or 401(k) can do what IULs can do. I can’t thank you enough, Brandon."
Copyright 2023 | Breeze Wealth & Insurance Solutions | All rights reserved.

This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
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