“I have been so impressed with my IUL! I was able to borrow money from my fund, continue to make returns on my money in the fund, and then reinvest the money I borrowed to make astronomical returns! This has provided an amazing opportunity to leverage my investments into programs that fit my needs. I have since referred my closest friends to Universal Retirement. They take the time to walk through your strategy and objections to figure out what works for you!”
“I like having the ability to borrow money from my retirement account while still earning interest on the money. Also, having the potential for a guaranteed lifetime of Tax-Free income puts my mind at ease. The comfort of having life insurance and living benefits as well make it the perfect package for me and my family.”
“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.
When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.
They really understood our needs and designed a plan that was perfect for our family!”