Tax-free Savings and Retirement Program

Tax-free Savings and Retirement Program

Five Benefits of a Self-funded, Tax-free Plan

  • 1
    Enjoy stock market GAINS without experiencing stock market declines! Build a safe, steady, conservative savings plan or retirement account.
  • 2
    Total access to YOUR cash account at any time.No penalties. No taxes. No government control.
  • 3
    Tax-free Growth and Tax-free Retirement Income
  • 4
    Up to $1,000,000 in Annual Deposits
  • 5
    Terrific for Self-employed, Children, Spouse or “Key Employees” as a “Golden Handcuffs” plan.

Did you see the recent article in the WSJ about the pitfalls and
shortcomings of 401(k) plans?

Click here to read!

Jack D Davis

Over 30 years in the life insurance industry offering innovative products ranging from tax-free retirement plans to term life insurance to final expense and mortgage protection insurance. Business solutions include advice on buy/sell funding and key executive "golden handcuff" program to retain your most valuable employees.

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