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DON'T SIMPLY RETIRE. HAVE SOMETHING TO RETIRE TO.

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Answer a few questions to see the best NIW strategies for your needs and to get in touch with a licensed professional.

Is this for your personal needs or for business employees?

Personal Income Needs

Business Employees

What is the financial goal you are trying to achieve?

Estate Planning

More Supplemental Income for Retirement

Have an Alternative to Fixed Income

Wealth Transfer to My Family

What are you looking to achieve?

Recruit or Retain Employees

Keyman

Succession Planning

Funding Liabilities

Are you or your spouse below the age of 70 and healthy?

Yes

No

Are you interested in protection or income?

Protection

Income

Is this for your immediate children or future generations?

Immediate Children (estate planning)

Future Generations

Neither

Is your business a C Corp or Non Profit?

Yes

No

Is your business pre-taxed or post-taxed?

Pre-Taxed

Post-Taxed

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