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LIVING BENEFITS
"LIFE INSURANCE YOU CAN USE WHILE ALIVE"
INDEXED UNIVERSAL LIFE (I.U.L)

CLIENT TESTIMONIALS

INDEXED UNIVERSAL LIFE (I.U.L)
ALSO BUILDS CASH VALUE
A SUPPLEMENTAL RETIREMENT STRATEGY

My Client

A 25 year old female in law enforcement re-allocates her 457b contribution of $500 a month into an IUL (Index Universal Life) strategy.  When she retires, she will have a cash value life insurance policy valued around $852,548 and will have about $600,386 in her savings. She can use her Indexed Universal Life Insurance policy while alive as supplemental lifetime income.  From age 58 to 90 she will have $51,118 in yearly income which comes out to $4,260 a month.  So not only is she creating a supplemental retirement strategy, she also has Living Benefits to go with it. 

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Contact me for a free consultation to run your numbers.

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Learn about 401k's & how an IUL works & watch video below

About OpS Financial

OpS Financial provides training and education on how to leverage life insurance products as a financial tool. I specialize in retirement planning and breaking down how retirement savings plans work in comparison to using life insurance products.  Contact OpS Financial for a free consultation via ZOOM or in person.  

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Contact OpS Financial

 

For any inquiries, please call or email us:

9245 Laguna Springs Dr. Ste 200

Elk Grove, CA 95758

916.399.3677

Info@opsfinancial.net

Alternatively 

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In-Person Education Session

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Contact
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Ron Barroga

(Ret) Law Enforcement Officer

CA Licensed Agent #4131075

Life Insurance and Annuities

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info@opsfinancial.net

Call/Text - 916.399.3677

FORMER STUDENT OF

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