No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
EPIC Wealth Management has a team of Wealth Strategists that can provide solutions to your personal finances or business by eliminating your debt faster and increase/control your cash flow.
Your Legacy Bank Strategy shows individuals, families, and/or businesses a way to redirect their current bills to pay off all their debts including their mortgage in 7 to 10 years or less! In doing so… saving thousands of dollars in interest, reducing taxes, and saving for retirement. How do we accomplish this?… By utilizing the power and flexibility of Whole Life Insurance.
Business owners, we provide solutions for all your debt/overhead with redirecting your expenses, and all your liabilities to convert them into assets. The higher your overhead/debt the higher the assets to convert. The strategies implemented are combined with leverage by helping our business client raise capital, and increase cash flow.
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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.
