Tax-Free Retirement, With Less Out-of-Pocket Costs

Discover how high earners use the Leveraged Life strategy to unlock their retirement funds, eliminate unnecessary taxes, and generate tax-free lifetime income, all starting with assets they already have.

Unlock the Strategy

The Problem:

Your IRA or 401(k) Could Be a

$1 Million Tax Trap

Most successful professionals believe their retirement accounts are “safe.”

But the truth is, every dollar in a tax-deferred account is a future tax bill waiting to be paid.

The Breakthrough:

Turn Your Retirement Funds Into a Tax-Free Lifetime Income Machine

The Leveraged Life strategy moves a portion of your retirement assets into a high-cash-value life insurance policy.

From there, we use the policy’s loan feature to cover your tax bill — without draining your savings.

No Additional Out-of-Pocket Cost — leverage what you already have.
Tax-Free Growth — your cash value compounds without interruption.
Tax-Free Income — access funds later without triggering taxes.

How It Works:

Growth Beats Cost — Every Time

Your policy’s cash value grows at about 6.5% annually, while loan interest averages only 5%. That means your money keeps compounding on the full amount, even after you borrow against it. In this example, that difference turned a traditional $76K/year retirement into $411K/year tax-free.

Who Qualifies:

Not Just for the Ultra-Wealthy

Unlike premium financing, you don’t need a $5M+ net worth to qualify. Many high earners like business owners, executives, and professionals can take advantage if they have:

Here's some stuff $250K+ in existing retirement assets (401k, IRA, etc.)
Strong income to support the strategy
A desire to minimize taxes and maximize lifetime income

Your Next Step:

Start Your Leveraged Life Plan Today

The biggest regret we hear from clients is that they wish they had started sooner. Take the first step today with a quick discovery call. We’ll walk you through exactly how this works and see if it’s right for you.