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News & Knowledge

why iul is a superior asset to 401(k) Plans

8/12/2017

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In the world of retirement planning, life insurance, and investing there are two different schools of thought, and they are completely at odds.  However, no matter what anyone says, it all boils down to this.  Are you willing to risk your client's retirement money, or aren't you?  Most will make the argument of risk vs reward, risk is necessary, etc.  However, what if I could show you how to participate in 100% of the upside of the stock market, with none of the downside?  Read further to discover how we take risk OFF the table, while still making great gains.  Yes, have your cake and eat it too!

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Key Person insurance, What not to do.

8/12/2017

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​Often times in business, principles will insure the lives of key people in their company to cover the expense of replacing a person upon death.  Many times these face amounts are in the millions of dollars, with hundreds or even thousands being doled out monthly to cover the premiums.

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    Author

    Jeffrey Sokol is a devoted father, husband, and servant of Christ, who aims to use his contacts and experience to help others in any capacity he can.

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PRIVACY POLICY - DISCLAIMER - © COPYRIGHT 2022. ALL RIGHTS RESERVED.
BeneShield Financial, LLC and its founder, associates, and employees make no guarantees of funding or returns on investment.  Nothing on this website should be considered financial advice.  We make no claims, warranties, or guarantees of any third part results posted.  If you do invest in a listed opportunity, you do so solely at your own financial risk having done all of your own due diligence on the matter.  All investing is risky, such as 401k and mutual fund losses in 2008 proved to many would be retirees.  Do not invest more than you can afford to lose and still maintain 3-6 months of bills or emergency funds.  Nowadays sitting in cash is a guaranteed major loss due to inflation.  We work to ensure solid investment strategies for your retirement, but nothing is guaranteed and we assume zero responsibility or liability for your investment decisions, just like any investment bank will not assume responsibility for your losses.  Please note that past performance does not indicate or guarantee future results.
  • HOME
  • Who We Are
    • News
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    • Project Finance >
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