The Luu's Dynasty Ion
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LUU’s Dynasty Presentation Please contact us for Additional Information
Regular Life Insurances ¥
Term Life 10/20/30 years ¥ Temporary ¥ No Cash Value ¥
¥ Whole
n ive rsa lLife Pe rm a n e n t ¥Lo w C a sh V a lu e ¥In te re st R a te – 3 ½ -5 % ¥
¥V a ria b le U n ive rsa l Permanent Life ¥ Low Cash Value ¥In te re st R a te is ¥ Interest Rate – 3va ria b le 4% ¥D e p e n d o n m a rke t ¥
Life
¥U
Our Product: Indexed Universal Life Flexible Premium ¥ Flexible on Coverage ¥ Permanent ¥ Rate – S&P 500 ¥
Upside Potential – up to 15% ¥ Downside Protection – 13% ¥
R e vo lu tio n a ry S o lu tio n : ¥Life In su ra n ce ¥D isa b ility In co m e ¥C a sh
V a lu e G ro w th ¥B o rro w
or W ith d ra w
¥R e tire m
e n t In co m e ¥A cce le ra te d Livin g ¥ Tax-deferred buildB e n e fits R id e r up of cash values ¥Te rm in a lilln e ss ¥ Tax-free income C h ro n ic illn e ss
¥
Regular Investment Accounts ¥ Nonqualified
Plans:
Cash ¥ CDs ¥ Saving Accounts ¥
¥ Qualified
Plans:
IRA ¥ 401K’s ¥ 403B & 403C ¥ TSP ¥
¥
Requirements ¥ 59
½ Rule – 10% penalty for early withdrawal ¥ Penalty for excess contributions ¥
IRA’s – 6% ¥
¥ Tax
Max IRA Contribution - $5,000
Deferred ¥ Pretax ¥ S&P 500 – upside or downside ¥ Liquidity
Our Product: Indexed Annuity ¥ Bonus
12% ¥ S&P 500 Upside gain – up to 30% (cap) ¥ Downside – no risk ¥
¥
Option 1: Lifetime income rider ¥
¥
¥
Earning 8% compounded guarantee for 20 years - Fees .45% Income for life
Option 2: Lifetime income rider ¥ ¥
¥ Unlimited
Rider 5% guarantee for 20 years - No Fee Income for life
contribution
How Money Works:
$100,000 Invested in 1997 $170,000 $160,000
$155,476 $150,073
$150,000
$140,255 $139,237 $131,080
$130,000
$133,977
$126,925 $117,435
$110,000
$122,504 $114,490 $107,000
$122,504 $115,449 $103,775 $95,529
$90,000 8/1997
$134,631
$129,330
$100,000
7
$152,488
$149,937
$140,000
$120,000
$166,35 9
$166,35 9
8/1998
8/1999
8/2000
8/2001
8/2002
Large Company Stocks
8/2003
8/2004
8/2005
Indexed Account
8/2006
8/2007
8/2008
The Real Secrets of Money ¥
Fox News Video: Bear Market Retirement with Fixed Index
¥
YouTube video: Douglas Andrew - Index Universal Life
¥
FFS Team Income Potential
¥ ¥
¥
Annuities_Bonus Gold
Regular Life Insurances ¥
Term Life 10/20/30 years ¥ Temporary ¥ No Cash Value ¥
¥ Whole
n ive rsa lLife Pe rm a n e n t ¥Lo w C a sh V a lu e ¥In te re st R a te – 3 ½ -5 % ¥
¥V a ria b le U n ive rsa l Permanent Life ¥ Low Cash Value ¥In te re st R a te is ¥ Interest Rate – 3va ria b le 4% ¥D e p e n d o n m a rke t ¥
Life
¥U
Our Product: Indexed Universal Life Flexible Premium ¥ Flexible on Coverage ¥ Permanent ¥ Rate – S&P 500 ¥
Upside Potential – up to 15% ¥ Downside Protection – 13% ¥
R e vo lu tio n a ry S o lu tio n : ¥Life In su ra n ce ¥D isa b ility In co m e ¥C a sh
V a lu e G ro w th ¥B o rro w
or W ith d ra w
¥R e tire m
e n t In co m e ¥A cce le ra te d Livin g ¥ Tax-deferred buildB e n e fits R id e r up of cash values ¥Te rm in a lilln e ss ¥ Tax-free income C h ro n ic illn e ss
¥
Regular Investment Accounts ¥ Nonqualified
Plans:
Cash ¥ CDs ¥ Saving Accounts ¥
¥ Qualified
Plans:
IRA ¥ 401K’s ¥ 403B & 403C ¥ TSP ¥
¥
Requirements ¥ 59
½ Rule – 10% penalty for early withdrawal ¥ Penalty for excess contributions ¥
IRA’s – 6% ¥
¥ Tax
Max IRA Contribution - $5,000
Deferred ¥ Pretax ¥ S&P 500 – upside or downside ¥ Liquidity
Our Product: Indexed Annuity ¥ Bonus
12% ¥ S&P 500 Upside gain – up to 30% (cap) ¥ Downside – no risk ¥
¥
Option 1: Lifetime income rider ¥
¥
¥
Earning 8% compounded guarantee for 20 years - Fees .45% Income for life
Option 2: Lifetime income rider ¥ ¥
¥ Unlimited
Rider 5% guarantee for 20 years - No Fee Income for life
contribution
How Money Works:
$100,000 Invested in 1997 $170,000 $160,000
$155,476 $150,073
$150,000
$140,255 $139,237 $131,080
$130,000
$133,977
$126,925 $117,435
$110,000
$122,504 $114,490 $107,000
$122,504 $115,449 $103,775 $95,529
$90,000 8/1997
$134,631
$129,330
$100,000
7
$152,488
$149,937
$140,000
$120,000
$166,35 9
$166,35 9
8/1998
8/1999
8/2000
8/2001
8/2002
Large Company Stocks
8/2003
8/2004
8/2005
Indexed Account
8/2006
8/2007
8/2008
The Real Secrets of Money ¥
Fox News Video: Bear Market Retirement with Fixed Index
¥
YouTube video: Douglas Andrew - Index Universal Life
¥
FFS Team Income Potential
¥ ¥
¥
Annuities_Bonus Gold
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