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Starting in 2020 with the pandemic in full swing, businesses of sizes, shapes, and industries have had to adjust to new challenges for the continued success.

Our Group is dedicated to a specific common mission:

REAL SOLUTIONS THAT MAKE A POSITIVE DIFFERENCE

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  • Solutions that provide enduring savings;

  • Solutions that provide funding for immediate needs and enable strategic growth;

  • Solutions for employee/staff hiring and retention challenges;

  • Solutions that capture available qualified tax incentives from federal, state, and local governments;

  • Solutions that reduce daily operating costs, open up unused capacity, and increase productivity;

  • Solutions that provide valuable access to capital;

  • Solutions that protect the company's income & the owner's equity;

  • Solutions to mitigate the impact of taxes and market volatility for wealth accumulation; and,

  • Solutions for wealth transfer to favorable tax protection.

THE  SECRET

COMPOUND INTEREST THAT GROWS BASED ON STOCK MARKET

PERFORMANCE WITHOUT THE FEAR OF FINANCIAL LOSSES!

Use the MARKET WITHOUT BEING in the MARKET!

EXAMPLE:

Sevings account A and savings account B each have $100,000 cash balance in January 1996.

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Account A earns interest based on the performance of the S&P 500 stock market index, both gains and losses.  If the index exceeds  0%, the interest credited to the account balance is the growth of the index.  If the index is less than 0%, the account is adjusted  by the negative interest and the principle balance changes accordingly.

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Account B earns interest based on the performance of the S&P 500 stock market index  also but has a floor.  If the index exceeds  3%, the interest credited to the account balance is the growth of the index less 3%.  If the index is 3% or less, the account balance receives no interest and the principle balance does NOT change.

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Using this example over the period 1996 through 2016, Account A would end the period wilh a gross principle balance of $304,567.  Over the same period, Account  B would have a gross principle balance of $551, 921.

21st CENTURY INNOVATION

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INDEXED UNIVERSAL LIFE INSURANCE (IUL)
THE NEW STANDARD IN WEALTH ACCUMULATION AND PROTECTION

IT JUST KEEPS GETTING BETTER!

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Leading Carriers Have New and Improved Performance Options that Opens the Maximum CAP on Accrued Compounded Interest to Unlimited Growth.

IUL - Indexed Universal Life Insurance

Alliance Group

Frequently Asked Questions

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How does IUL compare to a normal investment savings plans (e.g., 401K, Roth IRA, 403b -457 plans, pensions, or mutual funds) in terms of performance,  flexibility, taxes, & risks?  The answer will likely surprise you!  

 

What appears on the surface to make sense in these normal investment portfolios may actually degrade your ability to achieve your goals - You will most likely have a higher probability of OUTLIVING your available money!

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What If I have already have some of these plans in-place?  Sterling Secure's Strategic Life Planning will help you to align all of your assets that works best for your short-term and long-term needs and goals.

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Contact Sterling to get the amazing details!

612-819-2460

Performance - Flexibility

Safety - Freedom

INCOME - EQUITY PROTECTION GROUP
Accelerating Results

612-819-2460

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Accelerating Results!

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