Many people leave their money in low-yield bank accounts and banking products because they want their money to be safe. They’re frustrated, however, because their “safe money” is earning virtually no interest at all. The bank, of course, is investing this money and making a profit! At Collier Financial, we’re frustrated with this, too. That’s why we’ve found a better option.
Your money could be earning a tax advantaged rate of return, while still being safe and accessible through an Indexed Universal Life Insurance (IUL) policy through reputable national insurance companies. This isn’t a get-rich-quick scheme and there’s no risky investing involved. Rather, IULs are built on solid financial principles, such as compound interest, to help you safely invest your money in a product that guarantees interest rates that are much greater than a bank account.
IULs are surprisingly simple, and there are many options out there, including one product that features full liquidity and guaranteed interest. Come in and talk with us and we’ll explain how it works. Then you can decide if it’s the right choice for you.
Note: This is an insurance product subject to qualification. All insurance policies are backed by the financial strength and claims-paying ability of the insurance company. Please see us for details.