We would love to schedule a completely free phone consultation with one of our specialty trained retirement experts. They will take a few minutes on the phone and discuss your specific situation, your needs, your goals and what you would like to accomplish. Any questions you have, we’ll be happy to answer them. After we gather some key points of information, we will run an illustration for you, (or several different illustrations if you wish), that will show you in detail exactly what your retirement could look like with an IUL that meets your needs.
If you don’t have a large amount of funds to invest into an IUL, it’s okay. Typically, all you need to get started is about $300 a month or so. Plus, our agents can usually help you easily discover ways and sources of funds that would be perfect for your IUL that most people never think of. After all, when something is this good, most people want to put as much into it as they can.
If you’re a large investor and have millions of dollars to invest, we work with clients such as yourself all the time. In fact, we specialize in high net-worth clients. We can help you develop brilliantly customized solutions for your business, key employees, family, etc. that will beat the pants off of anything else you’ve ever seen.
In fact, as I am writing this book, we are working with a client and structuring a plan for him to put a million dollars a year into an IUL for himself. Then he wants to set up IULs for his spouse, and his children. After that, he wants to work on setting up IULs for his key employees. He is even looking into switching from his company’s current 401(k) plan, to an IUL plan for all of his employees.
We are happy to confidentially discuss this program with you, and answer all of your questions. We will run custom illustrations, and review them in detail with you, all completely free of charge. No obligation whatsoever.
We know your retirement is serious business. We know this is something that takes some time to understand and absorb. You will find our approach to be that of a helpful consultant, providing you with the information you need.
We’re here to work with the clients who have an interest in this program, and help them structure a customized program that best meets their unique goals, needs and desires. You won’t find any traditional “pushy salesmen” with our firm. We don’t tolerate them.
We think you’ll find our approach to be a “breath of fresh air” compared to what you may have experienced in the past.
To request your free analysis you can either give us a call at:
866-480-7784
Or complete a request form at: www.BarefootRetirement.com/schedule
Or send us an email at: info@BarefootRetirement.com
Or visit us at: www.BarefootRetirement.com
Or you can complete the request form at the back of this book, and mail it in to us, or fax it to us.
We look forward to hearing from you and helping you any way we can.
