Quick Start — Smart Match
Indexed Universal Life (IUL)
Be Your Own Bank
- Index-linked growth with a 0% floor—no direct market losses.
- Tax-advantaged access via policy loans; keep protection in force.
- Living benefits riders available; customize by state & carrier.
Fixed Indexed Annuities (FIAs)
Lifetime Income You Won’t Outlive
- 401k/403b/IRA rollovers with principal protection.
- Index crediting methods for growth with downside control.
- Optional income riders for predictable paychecks.
Mortgage Protection
Keep the Keys
- Simplified-issue coverage around your balance and term.
- Protects against death/illness depending on rider options.
- Fast approvals with tailored budgets.
Mortgage Protection Quote
“Our retirement income is finally predictable.” — A.M., Worcester
“IUL gave us tax-advantaged access for college and kept our protection.” — R.K., Boston
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