No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Windi Barnes is an accomplished public speaker with over 20 years in the Finance and Insurance Industry. She has devoted most of her career to helping clients with their Retirement and Estate planning needs. She is a wife and mother of two and a grandmother. She is devoted to helping her clients with the decision-making process of how to protect their assets from market volatility by offering them safe plans that protect their nest egg and give them a peace of mind with a solid plan for their future. She stays in close contact with her clients to review their accounts and determine whether there have been any life changes and inform them about any tax changes. She also helps with the process of Social Security and adjusting to those new laws yearly.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
