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Through a 3 Dimensional Wealth seminar, online sessions, or one of our best-selling books, this impactful first step allows you to explore conservative, yet seldom understood strategies that will show you how to maximize your assets, reduce your taxes, and increase your net spendable income during retirement.
What this means to you is that you’ll see your financial future with much more clarity and possibility. You’ll feel hopeful that you’ll be able to enjoy an abundant lifestyle now AND during retirement. You’ll also discover a greater sense of family unity and purpose.
During this confidential one-to-two hour meeting, you’ll meet with your personal IUL Specialist in-person or by phone to explore your current financial status and possible future outcomes. Your IUL Specialist is your ally, dedicated to helping you make wise decisions for your retirement.
This meeting will allow you to consider whether the LASER Fund strategies are a fit for your financial situation and goals. This discovery session will cut through the complexity of options and help you define your ideal financial future. You’ll gain insights on where you truly are now, and see new potential for where you want want to be during your retirement years.
For those who qualify, your IUL Specialist will analyze your confidential profile and prepare various strategic options to assist you in achieving your unique goals. These scenarios generally require at least three days for completion.
You’ll gain confidence as you know that your finances and situation are being weighed by an experienced IUL Specialist, a professional who is your advocate, and who is putting your needs first. In just a few days you’ll see your numbers come to life.
In this one to two-hour meeting, you’ll see several strategic options and then learn about each of these choices. Your Success Formula will include proposals and illustrations that can potentially reduce your taxes and increase your net spendable income during retirement.
You’ll see the LASER Fund strategies come alive with your finances and your goals. You’ll begin to see how vacations, time with family, and a great retirement lifestyle can move from dream to reality.
Based on your questions and feedback, you and your IUL Specialist will refine your strategic options to develop your Action Blueprint. Your blueprint will be structured for the greatest flexibility possible in order to handle the unpredictable nature of life.
You’ll be confident that you and your IUL Specialist are collaborating to make the best decisions possible to fit your needs. You may decide to move forward and initiate your Action Blueprint immediately. or you may decide the timing isn’t right. You’ll feel no pressure from your IUL Specialist.
When you’re ready. you and your IUL Specialist initiate preliminary steps for your Action Blueprint, which includes paperwork, underwriting and coordinating with financial institutions. Depending on the financial products and strategies that may be right for your situation, the proper paperwork and underwriting guidelines will be sent to you with clear instructions.
At this stage, you’ll know clearly what critical steps remain in the process. You’ll be able to speak with us easily and get questions answered with a simple email or phone call.
Once approved and paperwork is completed, funds are transferred directly to the financial institutions of your choice. No check or payment is ever made directly to an IUL Specialist.
Safety of your retirement nest egg is our top priority. As you become a client and implement your customized Action Blueprint, your IUL Specialist is your ally to answer questions, give feedback, and make course corrections if needed.
This means that each and every year you’ll know that you are on track with your financial goals. You’ll have confidence that your decisions were the right ones. You’ll have the security of knowing that answers to your financial questions are only a phone call away.