Retirement Life.

Returns over the last 20 years

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 800-810-1736. To sign up for a free consultation or to just get more information click here.

Retirement Life

Why use RL to build your wealth?

It’s quite simple. It is the one of the only wealth-building tools available that allows you to grow money tax-free (income and capital gains) and remove the money tax-free in retirement (without income taxes).

How do most people build wealth today? They fund mutual funds and/or stocks (either in brokerage accounts or 401(k) Plan or IRA. However, the consequence of having significant amounts of money in the stock market over the last several years has been dire.

Returns over the last 20 years

Depending on which Retirement Life™ product you look at, the 20-year back tested returns (even with two huge market crashes) have averaged between 7%-8.5%. Would you have been happy with a tax-free return over the last 20 years of between 7%-8.5%? Most would say absolutely yes.

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Related Projects

Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone 800-810-1736. To sign up for a free consultation or to just get more information click here.

Medicaid Planning



If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid,  please click here to email us or phone 800-810-1736. To sign up for a free consultation or to just get more information click here.

Captive Insurance



Does this sound like something that might want to learn more about? If so, please click here to email us or phone 800-810-1736. To sign up for a free consultation or to just get more information click here.

Single Premium Life for Long Term Care Insurance



We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 800-810-1736. To sign up for a free consultation or to just get more information click here.

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