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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!
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.
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!