TOP 10 BENEFITS OF A ‘RETIRE-RITE’ DESIGNED UNIVERSAL LIFE PORTFOLIO (Help Your Family Be Financially Prepared, Protected and Invested) Benefit #1: Earn fixed returns via GIA’s and/or potentially higher returns. Cash held in a Universal Life portfolio can be invested in indexed funds, which mimics capital market returns. Riyad will also demonstrate how to take advantage of dollar-cost-averaging. Benefit #2: Lock in mortality rates based on your current age and be 100% confident that your permanent rates can never go up, regardless of market or carrier circumstances. Better priced rates allow more money from each premium to be invested. Benefit #3 : Protect yourself from an accidental policy lapse; use the cash values within your portfolio to cover the cost of insurance. Benefit #4: Protect future insurability with a lower-cost term rider. Do not risk losing your ability to protect your family due to a sudden illness. Unfortunately, we are statistically becoming more and
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Climbing The Stairwell To Financial Wellness…
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Canadians who are motivated to achieve financial wellness must climb the required sequential steps, regardless of their current age and or financial status. The process of climbing the stairwell should be systematic, structured, organized, and measurable. Financial Uncertainty: Sadly, COVID-19 created health mayhem here in Canada, which triggered an unprepared calamity and although we did comparatively well when compared to other countries, such as the USA and India; COVID-19 spurred correlated problems; it created a dangerous state of Financial Uncertainty. Canadians lost confidence, became more money conscious, restricted cash flow which prompted a halt in spending and unfortunately, investing. However, everyone is now fast-tracking their recovery and we can fully recover. Remember; we need cash flow and spending to bring our economy back to pre-COVID levels. Avoiding Financial Pitfalls: It is extremely easy to be derailed without realizing it, hence, the reason to work with