The WealthUSA Retirement Planning Solution

The WealthUSA Retirement Planning Solution

Review the presentation below and find out how you can protect your family with a life insurance policy while paying NO taxes when you retire, and how to be able to deduct the payment of your premiums from your company taxes.

Download the Full Presentation

Learn how you can protect your family with a life insurance policy, while paying NO taxes when you retire, and how to be able to deduct the payment of your premiums from your company taxes.

Download

Case Studies For the Leveraged Planning Solution

Leveraged Planning for Business Owners

Michael Cena needs at least an expected annual income of $200,000 (pre-tax) for 25 years to retire comfortably. At 40, Michael’s appetite for risk had lessened as his time horizon was shortened substantially. Because of this, he was looking at many options that were likely to produce lower returns than he might have hoped to earn. 

Learn more

Leveraged Planning For Individuals

Mrs. Collins' estate plans called for a bequest of at least $10 million to each of her three children ($30 million total) - with the balance going into a charitable trust for division among several different organizations. She needs a solution that could help to alleviate the tax burden on her estate.

Learn more

Buy - Sell 

REVTECH Services, Inc. needed to implement a buy-sell arrangement on behalf of their CEO, David White, 53, to provide for added liquidity for both White and the firm in the event of his departure or death.

Learn more

Find Out If You Qualify For This Solution

Name
Email
Phone
Question
Thank you! Oops!