Indexed Universal Life

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requested information.

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 234-719-5933

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Underfunding IUL
Not contributing enough can lead to policy lapse, reducing tax-free retirement income and leaving you unprotected.

Overestimating Returns
Assuming too high returns can lead to unrealistic expectations and potential underfunding of your retirement needs.

Asset Allocation
Incorrect allocation of funds can hinder growth and result in lower returns, affecting retirement security.

Skipping Premiums
Missing premium payments can lead to policy lapse, negating the benefits of an IUL and putting your retirement at risk.

Overborrowing
Excessive loans against your policy can deplete its cash value, risking policy lapse and loss of death benefits.

Expert Advice
Failing to seek expert advice can result in costly mistakes, mismanagement, and lost potential in your IUL strategy.

Tax Impact
Not understanding tax rules can result in unexpected taxes, diminishing the tax-free advantage of your IUL.

Surrender Charges
Ignoring surrender charges when accessing funds early can significantly reduce your available cash value.

Ignoring Policy Riders
Overlooking beneficial riders can lead to missed opportunities for enhancing your policy’s protection.

Additional Resources

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Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473

330-539-1700

www.fsmagency.com

matt@fsmagency.com
glen@fsmagency.com

Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473

330-539-1700

www.fsmagency.com

matt@fsmagency.com
glen@fsmagency.com

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Financial Security Management. Financial Security Management is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.