The Barefoot Retirement Plan: Safely Build a Tax-Free Retirement Income Using a Little-Known 150 Year Old Proven Retirement Planning Method That Beats The Pants Off Other Plans by Doyle Shuler

Author:Doyle Shuler [Shuler, Doyle]
Language: eng
Format: epub, mobi, pdf
Publisher: Smart Retire Plan, LLC
Published: 2014-08-28T21:00:00+00:00

Fixed Return Option

If it would suit your individual needs better, you also have the option of selecting a FIXED rate of return each year.

At the time this is written, the current fixed return rate is approximately 3.5%. You can move in and out of the fixed rate account as often as you wish.

When selecting the index or blended index accounts, you can choose to move in and out of them once each year.

Ease of Operation

Setting up your IUL is pretty easy. You complete an application, work with a Barefoot Retirement advisor to design the plan that’s right for you, have a medical screening, and fund your policy. That’s pretty much all there is to it.

Once you get your account set up, it pretty much works on autopilot. There’s really not much that you need to do, other than continue to fund your policy for the remaining years needed on your policy. You don’t have to watch the stock market; you don’t need to call your broker and worry about how all the crazy world events will impact your investments, and you don’t have to make, buy and sell decisions.

You can just relax, spend time with your family, and go fishing, play golf, whatever you wish. You receive periodic account statements so you can monitor your account. Your agent is available to you at any time to answer any questions you have along the way.

Typically, we will schedule an annual phone consultation with you to discuss how your plan is progressing and see if any tweaks are needed, but there rarely are. Depending on market conditions, you may choose to switch from an indexed account to a fixed account, or vice versa. If you are taking loans from your account, we will review your account values and ratios to make sure you are making the right moves to keep your policy in good shape.

Download

Copyright Disclaimer:
This site does not store any files on its server. We only index and link to content provided by other sites. Please contact the content providers to delete copyright contents if any and email us, we'll remove relevant links or contents immediately.