InfinityWealth™
A dynamic financial instrument crafted to safeguard your family’s future and drive your financial aspirations forward.
THE InfinityWealth™ TRANSFORMS LIVES
InfinityWealth™ offers tax-free growth linked to market indexes, ensuring that your investment gains remain untouched by taxes. With complete downside protection, you can rest assured that your hard-earned principal is safe, even during market downturns. Recognizing that life can be unpredictable, InfinityWealth™ provides the flexibility to access your funds when needed, without the need to liquidate assets. We agree that your hard work and dedication should continue to benefit future generations, and our InfinityWealth™ plan is designed to support that vision. Invest in your family's future with confidence, knowing your assets are protected and your wealth can grow tax-free.
No matter how carefully you plan for the future, you can't foresee everything, but you can be ready for the possibilities.
ENSURE YOUR FINANCIAL FUTURE THROUGH
InfinityWealth™
01
Market-Driven Growth
Flexibility to pick the index of your choice
Returns are determined by indexes of your choice. You can allocate all or part of your policy’s accumulation value to earn compounded interest that is based on the positive performance of an external market. Interest is credited annually on the policy anniversary based on the actual performance of the index and crediting method applied.
02
Tax-Free Growth
Experience continued growth and none of the taxes
The money you pay into InfinityWealth™ earns interest for you and compounds tax-free within your InfinityWealth™ plan. This puts the power of compounding on your side, taking full advantage of tax-free earnings allowing your interest to grow faster.
03
Tax-Free Income
Available liquidity for your access
Your funds within InfinityWealth™ is available to you when you need to access it and without having to liquidate assets. Once your money is inside InfinityWealth™, your money can grow tax-deferred, you can access it tax-free, and you can generally transfer it income tax-free to your heirs upon your passing. InfinityWealth™ allows you access to your Indexed accumulations to support your tax-free income.
04
Avoid All Market Losses
Experience total peace with no market risks
Your principal, as well as your gained interest, will always be protected against market downturns. Your plan tracks the performance of your selected index(es); however, you are not actually participating in the market or buying shares in any index. If at the end of the crediting period:
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Your chosen index shows a positive return, then interest is credited to the policy’s accumulation value.
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Your chosen index shows a negative return, you will not receive credited interest, but you will not lose any money.
05
Continue Generational Wealth
Transfer your complete legacy onto loved ones
The InfinityWealth™ Plan also benefits your dearest loved ones. Most death benefits and transfer values are generally tax-free, when passed on to your beneficiaries. InfinityWealth™, unlike other financial vehicles, offers a tax efficient path to transferring wealth.
DISCLAIMER: The indexes available within the contract are constructed to keep track of diverse segments of the U.S. or international markets, or specific market sectors. Guarantees are backed solely by the financial strength and claims-paying ability of the carrier. This content is general information for educational purposes, and is not intended to constitute fiduciary advice.