RETIREMENT INCOME SOLUTIONS
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What Leverage Can Help You Accomplish
At Leverage, we don’t just offer solutions; we help you take control of your retirement income future. We partner with you to solve fundamental income gaps, simplify complex retirement decisions, and deliver results you can plan on. Here’s how we make a difference
Retirement Income Solutions
Annual Income of $50 - $250K
Our Retirement Strategies:
Unlock the full potential of your retirement with strategies designed to secure your financial future. Harness the power of ndexing, tax-free growth, working capital optimization, market-driven gains, key- man protection, and generational wealth-building solutions. At Leverage, we provide the tools and expertise to help you build a legacy while ensuring your retirement is as secure and prosperous as possible.
The status quo retirement planning exposes you to:
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Unnecessary Taxes: Missed opportunities to reduce taxable income.
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Market Risks: Volatility and potential for significant losses.
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Longevity Concerns: Fear of outliving your savings or failing to save enough.
Guaranteed Lifetime Income
Enjoy steady and predictable income that lasts a lifetime, mitigating the risk of outliving your savings.
Tax-Free Income
Strategies
You can access retirement funds tax-free at any age, ensuring flexibility and control over your finances.
Complimentary Strategy Sessions
Detailed, no-cost sessions to build a financial • retirement profile, analyze income numbers and explore sustainable income options.
Leverage Strategies
PPA - Personal Pension Accounts
RPP - Retirement Protection Plan
RES - Retirement Income Rescue Plan
TFRA - Tax-Free Retirement Account
PPA (Personal Pension Account)
With a personal pension account, we turn a portion of current at-risk assets into a lifetime income stream-a pension-style income for the remainder of your life, regardless of how long you live.
Retirement Plan
Protection
The retirement protection plan approach provides principally protected growth and acts as an excellent bond alternative with greater returns.
Retirement Income
Rescue
A retirement income rescue plan removes stock market risk and grows your money, guaranteeing a lifelong pension-like income. It is for someone looking to bridge their current retirement income concerns with an additional stream of retirement income.
Tax-Free Retirement Account
The structure of a TFRA is focused on cash value accumulation, specifically for the unique ability to grow in a tax-sheltered manner, where the insurance becomes a legal tax shelter under tax codes 72(c) and 7702.