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A Powerful Approach for Your Financial Portfolio

It's provided people tax-free liquidity – access to their cash – for everything from business capital and children’s educations to charitable giving and emergency funds
It's provided safety from market volatility when using this financial vehicle
It's provided rates of return that can consistently outperform other traditional vehicles
It's provided valuable tax advantages, and upon death, the opportunity for money to blossom and transfer to heirs income-tax-free

Explore How the LASER Fund Strategies Can Work For You...

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First Name

Last Name

Email *

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Are you a financial planner or are you insurance licensed? *

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Yes

Are You Currently Selling or Do You Plan to Sell Indexed Universal Life? *

No

Yes

Are You Looking For Education On Selling Indexed Universal Life? *

No

Yes

What Is The Approximate Total of All Your Investment Accounts? (Retirement Accounts, Stocks/Bonds, Cash/CDs, etc.) *

$3,000,000 +

$1,000,000 - $3,000,000

$500,000 - $1,000,000

$100,000 - $500,000

$0 - $100,000

How Much Are You Saving on a MONTHLY Basis? (Include Retirement Contributions and Savings/Cash Accounts) *

$20,000 + Monthly

$10,000 - $20,000 Monthly

$5,000 - $10,000 Monthly

$2,500 - $5,000 Monthly

$500 - $2,500 Monthly

$0 - $500 Monthly

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Here's Just a Handful of Our Client Case Studies Implementing the LASER Fund Strategy

- These are actual client statements showing tax-free returns without any downside market risk -

84.18% over 5 years! Tax-Free

61.33% in 1 year! Tax-Free

25% Return In the First Year!

1.5% Fee Plus 7% Tax-Free

13% 10% 6% and 6% Tax-Free Returns

(This is how you diversify in a LASER Fund)

11% 14% 18% & 36.5% Tax-Free

(Again, diversified in a LASER Fund)

152% on a $1.2MM LASER Fund

$1.8 MM Interest Credit Locked In to the Cash Value!

15.35% Average Return in One Year

When creating these, you'll see much more conservative #'s too.

Disclaimer: These snapshots specifically showcase actual client policy performance. Some policies perform better than others in a given segment depending on many variables and risk factors. Therefore, not all past performance is indicative of future returns. All financial decisions carry some form of risk. Consult with your IUL Specialist for any additional clarification.

These Concepts Have Been Seen On:

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.