No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Walter Roy Smith is a former Major League Baseball Player that has been a licensed insurance agent and retirement specialist since 2012. He played professional baseball for 11 years including parts of the 2001 & 2002 seasons with the Cleveland Indians (Guardians) baseball team. He independently represents more than 100 insurance carriers and uses them to walk clients through transitioning from employer benefits, to Medicare and into retirement they can never outlive. He and his wife Amber live in Port Richey with their dog Yukon Cornelius.
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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.
