If capital preservation is important to you, and increasing your net after-tax income from low risk investments is a key objective then the “Annuity Arbitrage” could be right for you.

The “Insured Annuity” is a strategy that starts with almost unbelievably high after-tax income during your lifetime. By combining a portion of this income with a specially designed life insurance  policy which provides tax-free cash upon your death, you would have to earn equivalent returns of over 10%  annually, and guaranteed for life to match the Insured Annuity. In some cases, our clients would have to receive and guaranteed return in excess of 20% annually, and net, after both income and death tax to match the guarantees of the Insured Annuity.

The Insured Annuity is a simple way to increase your retirement income, reduce income taxation, preserve your capital, and/or leverage your estate, risk free, and guaranteed. It also may eliminate probate, and costly attorney’s fees at death.

Annuity Arbitrage is synonymous with:

• Insured Income for Life
• Insured Income
• Insured Annuity
• Insured Pension Annuity
• Insured Pension Income
• Enhanced IRA
• IRA Bailout
• Annuity Bailout
• Annuity Insured Plan
• Annuity Leverage Plan