FUNDING LIFESTYLE & LEGACY

Explaining the process

If you are like many people, you probably desire to leave a legacy for your loved ones, while enjoying your best life now! As part of our strategy to maximize profits and minimize taxes, we develop a plan to help people like you use their net proceeds from the sale of their property to fund their lifestyle and create LEGACY WEALTH for their loved ones. One might call it a “trifecta”. The pathway works like this: 1) The Seller uses a STRUCTURED INSTALLMENT SALE; 2) the net proceeds go into an ANNUITY; 3) the payments from the ANNUITY fund an INDEXED UNIVERSAL LIFE CONTRACT (IUL). The IUL builds LEGACY WEALTH.

Let us know how we can help you. We will get in touch within 24 hours. For a quicker response text either of us.

Michael Kole: 858-848-4274
Michele Kole: 858-344-5998